According to the Securities Times app, Morgan Stanley predicts that by 2025, technology giants $Amazon (AMZN.US)$N/A.$Alphabet-A (GOOGL.US)$,$Microsoft (MSFT.US)$And$Meta Platforms (META.US)$Approximately $300 billion will be invested in super large-scale capital expenditures, mainly to support the development of artificial intelligence and massive language models. This massive investment plan highlights significant long-term opportunities for these companies in the field of AI-driven innovation.

Among these companies, amazon and microsoft are expected to have the highest spending, reaching $96.4 billion and $89.9 billion respectively. Google and Meta are expected to spend $62.6 billion and $52.3 billion respectively. These investments reflect each company's global strategy, with Google focusing on increasing revenue through improvements in products such as Search and YouTube, while Meta focuses on efficiency, productivity, and lean operation, with increasing engagement and monetization of Reels.

With its continued advancement in public cloud adoption and AI, microsoft has become the largest spender in this area. Morgan Stanley analyst Brian Nowak stated that strong growth in commercial business over the next few years will bring multiple expansions and positive valuation adjustments for Microsoft.

At the same time, amazon is expected to have the highest capital expenditures for large-scale plans in 2025. Nowak pointed out that Amazon's high-margin business allows it to maintain high profitability while continuing to invest. He also mentioned that cloud computing is in a long adoption cycle lasting decades, with Amazon's share in e-commerce/retail and consumer wallets increasing.

Overall, the massive investments by these tech giants in the fields of AI and cloud computing not only reflect their confidence in future growth but also herald a more prosperous development in these areas.

Editor/ping