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Goldman Sachs: Amazon, Alphabet, Microsoft, Oracle, Meta may spend $800B on AI infrastructure in 2025
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Goldman Sachs has released a forecast estimating that Amazon, Google's parent company Alphabet, Microsoft, Oracle, and Meta will collectively spend approximately $800 billion on artificial intelligence infrastructure this year. The projection covers investments in data centers, hardware, and other capital expenditures necessary to support the rapid expansion of AI capabilities. This figure underscores the massive scale of capital deployment by major technology companies as they compete to lead in the AI sector. The forecast is attributed to Goldman Sachs analysts and reflects their view on the current investment cycle. No specific breakdown by company or timeline beyond the current year was provided in the brief report. The estimate highlights the continued prioritization of AI infrastructure despite broader economic uncertainties.
Source report
Goldman Sachs projects that Amazon, Alphabet (Google's parent company), Microsoft, Oracle, and Meta will collectively spend $800 billion on artificial intelligence infrastructure in 2025.
Source
金十数据Neutral / independent
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