This move is part of a broader trend among major tech companies to enhance their data centers with advanced AI infrastructure, particularly utilizing Nvidia's GPUs. Meta has announced plans to invest $60 billion to $65 billion this year for its AI initiatives, while Microsoft has committed to $80 billion in AI-related capital expenditures in its current fiscal year. These investments highlight the competitive race among tech giants to lead in AI capabilities.
Key takeaways:
- Alphabet plans to spend $75 billion on capital expenditures in 2025, up from $52.5 billion last year, to compete in AI infrastructure.
- Alphabet expects $16 billion to $18 billion of these expenses in the first quarter, focusing on technical infrastructure like servers, data centers, and networking.
- Tech giants, including Alphabet, are investing heavily in AI infrastructure, utilizing Nvidia's GPUs for their data centers.
- Meta plans to invest $60 billion to $65 billion this year, while Microsoft has committed to $80 billion in AI-related capital expenditures in its current fiscal year.