$300bn Bet on AI: Big Tech’s High-Stakes Game

In 2025, Microsoft, Amazon, Alphabet, and Meta will pour over $300 billion into AI infrastructure, betting big on data centers and specialized chips to dominate the AI race.

Despite concerns from investors about the lack of immediate returns, tech leaders remain undeterred. Sundar Pichai called it “an opportunity as big as it comes,” defending Google’s $75bn budget. Meanwhile, Amazon’s Andy Jassy plans to outspend them all with $100bn, aimed at scaling Amazon Web Services.

Meta is faring better, showing tangible returns from AI-enhanced ad targeting, unlike Microsoft’s glitchy Copilot and Google’s less-than-transparent Gemini chatbot. DeepSeek’s cheaper AI model has heightened fears of commoditization, adding to Wall Street’s anxiety.

This relentless spending feels like a high-stakes poker game; double down or fold? If the returns don’t materialize soon, will Big Tech retreat, or is this the price of winning the AI war? What’s your bet?

Read the full article on Financial Times.

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