Monster AI spending for 2025 has been revealed

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The last result of hyperscaler reporting quarterly results, the market now has full one year-old outlook from the biggest players in AI other than Nvidia (NVDA).

When entering massive high-tech revenue, investors will be able to win big by deepseek’s “affordable” AI outlook, but those hyperschools (Alphabet, Microsoft, Meta, Amazon) unlock records I was wondering if it would undermine the narrative of placing myself. Break investments in new technology.

Already this week, we have the answers.

Meta (Meta) Almost doubled the spending, Microsoft (msft) has turned $56 billion to $80 billion since last year. Then on Tuesday, the alphabet (Goog, googl) $75 billion will be added to the board.

And now, as our chart of the week shows, Amazon (amzn) intervened to hit the 12-digits for $100 billion. Totalizing Big Four’s AI shopping list will earn you $325 billion. This is an increase of 46% from last year.

Obviously, these companies remain all-in. And if you listen to the company, they are not building “dream field” in the hopes of demand coming – the company says they are looking at demand.

“The bulk of that maintenance lies in AWS AI,” said Andy Jassy, ​​CEO of Amazon, in the company’s revenue call, “we won’t raise it unless we see a significant signal of demand.”

Still, how much of this investment actually makes money? It remains a big problem What to answer this year – and how cage executives are around that question may be their own answer. But, as Jassy said, these are investments in “once in a lifetime” opportunities, making shareholders happy “from medium to long term.”

That’s for the time being, It’s good enough for Wall Street.

Ethan Wolf Man I’m a senior editor at Yahoo Finance running the newsletter. Follow him with x @ewolffmann.