Deep Dive: Big Tech’s $325 Billion CapEx Spending Spree
whatshot 9 snips
Feb 9, 2025
Big Tech is pouring a staggering $325 billion into AI infrastructure by 2025, sparking debate on whether this hefty investment is wise. Nvidia is reveling as the standout beneficiary, while open-source AI models like DeepSeek threaten to shake things up. The podcast dives into the contrasting fortunes of major players, highlighting Meta's surprising success amidst growing skepticism from investors. Discover how these capital expenditures are reshaping the tech landscape and what it means for the future of AI.
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insights INSIGHT
CapEx Explained
CapEx, or capital expenditure, is how companies invest in physical assets.
For tech, this means data centers, servers, and AI chips, driven by the AI race.
insights INSIGHT
Big Tech's AI Spending Spree
Tech giants' CapEx spending in 2024 was $246 billion, up 62% from 2023.
Projected 2025 CapEx exceeds $325 billion, focusing on AI infrastructure.
question_answer ANECDOTE
DeepSeek's Impact
DeepSeek's efficient, low-cost AI model hasn't deterred Big Tech's spending.
They believe cheaper AI increases demand, which they struggle to meet.
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Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and how Wall Street is reacting. While Nvidia remains the biggest winner of this spending spree, open-source AI models like DeepSeek could disrupt the market. Plus, we analyze why Meta is thriving while other tech giants face growing investor skepticism—tune in for the full breakdown!
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