Large Technology companies continue to accelerate AI spending. Google expects its capital expenditure this year to be 75 billion US dollars, which is 32% higher than market expectations. Five major Technology companies, including Google and Microsoft, anticipate that capital expenditure in the next fiscal year will reach at least 320 billion US dollars.
Despite concerns in the market that the "DeepSeek impact" may lead to reduced spending, the stocks providing infrastructure for Datacenter expansion plummeted last Monday, but large Technology companies continue to accelerate their investments. $Alphabet-C (GOOG.US)$ The expected scale of capital expenditure far exceeds expectations.
During the earnings call overnight, Google presented a large figure for its capital expenditure plans: 75 billion USD, which is 32% higher than market expectations. Google's Chief Executive Officer Sundar Pichai stated in a press release that the company is confident about future opportunities, and the spending goals are aimed at accelerating progress.
Alphabet-C announced its Earnings Reports after the market close on Tuesday, and although its stock price fell, the company's forecast for Datacenter spending far exceeded Wall Street's expectations. In fact, since early November last year, Technology companies have sharply increased their expectations for spending. $Amazon (AMZN.US)$ 、 $Alphabet-C (GOOG.US)$ The five major Technology companies are expected to have capital expenditures of at least $320 billion next year.

Google's expenditure forecast may benefit key suppliers, which is worth noting. $Broadcom (AVGO.US)$ and $Celestica (CLS.US)$ After Google's Earnings Reports were released, Broadcom and Celestica rose sharply in the night market, with both up over 4% as of the time of writing.


Large technology companies are announcing massive AI spending plans for 2025.
As of the end of the third quarter, Wall Street expects the datacenter expenditures (total capital expenditures) of major technology companies in 2025 to be as follows:

Since early November, the expected spending by large Technology companies has increased sharply.
Amazon will release its Earnings Reports this Thursday (February 6), so updates on its spending are still awaited. Microsoft has reported earnings and stated that its Datacenter spending growth rate will 'slow down' in the next fiscal year, but it had already anticipated this slowdown.
Google expects its capital expenditure this year to be $75 billion, which is 32% higher than anticipated. Meta predicts its capital expenditures for 2025 to be between $600 and $65 billion, which is 30% higher than Wall Street's expectations.
Oracle has joined OpenAI's Stargate project, which will lead to more investment in AI Datacenters.
Together, these five companies now expect to spend at least $320 billion in capital expenditures in the next fiscal year. This number may rise as Oracle updates its capital expenditure data following its involvement with Stargate and Amazon's report on Thursday.
Michael Chae, Vice Chairman and Chief Financial Officer of Blackstone, stated:
Over the past 15 years, the amount of data created and stored in the world has grown by about 100 times, so regardless of current events, this is a truly significant trend.
For DeepSeek, which makes investors uneasy, the continued decline in computing costs will lead to more usage and faster adoption, thereby driving overall demand for Datacenters. This view seems to have been 'publicly reinforced', as companies like Meta and Microsoft continue to invest heavily in AI infrastructure.
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Editor/rice