With AWS reporting, here's the final hyperscale scorecard for 2025 CapEx:
- Amazon - $100 billion, up from $83B in 2024
- Microsoft - $80B, up from $55B
- Google - $75B, up from $52.5B
- Meta - $65B, up from $39B
It adds up to high confidence in the future of AI from the hyperscale sector.
- Amazon - $100 billion, up from $83B in 2024
- Microsoft - $80B, up from $55B
- Google - $75B, up from $52.5B
- Meta - $65B, up from $39B
It adds up to high confidence in the future of AI from the hyperscale sector.
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