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Microsoft and Alphabet Lead $400 Billion AI Infrastructure Spending Wave
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Microsoft, Alphabet, Amazon, and Meta plan $400 B in AI infrastructure spending, boosting data-center capacity and tightening competition despite rising costs.
Tech giants Microsoft, Alphabet, Amazon, and Meta together earmarked over $400 billion in 2025 to expand AI infrastructure—spanning hyperscale data centers, power-efficient chips, and LLM training clusters. Azure’s AI revenue is forecast to climb 38 percent YoY, while Google Cloud expects 30 percent growth. Despite higher energy costs, Big Tech continues racing to secure GPU capacity and grid contracts. Analysts warn rising capex may compress margins but strengthen competitive moats as AI workloads become the backbone of enterprise software growth through 2026.