AI Capex Surge
A significant shift is underway in how big tech approaches capital expenditures, driven by soaring demand for AI capabilities. Companies like Microsoft and Google are investing heavily—Microsoft alone spent $19 billion last quarter, an 80% increase year-over-year. With demand outpacing supply, these tech giants feel compelled to invest tens of billions into AI, reshaping their strategies and capital allocation in the process.In this clip
From this podcast
Prof G Markets
Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure | Prof G Markets
Related Questions
Which are the big mega-cap tech companies investing the most in AI?
Which are the big mega-cap tech companies investing the most in AI as discussed in the episode Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback and the clip AI Investment Trends?
Which are the big mega-cap tech companies investing the most in AI as discussed in the episode Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback and the clip AI Investment Trends?