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Core News Facts
Big Tech companies, including Microsoft, Amazon, Meta Platforms, and Alphabet, are projected to invest over $405 billion in AI infrastructure by 2025, marking a 58% increase from 2024. This investment encompasses not only AI accelerator chips but also networking equipment, data centers, and cooling systems.
The demand for AI processing capabilities significantly exceeds current supply, pushing firms to accelerate their capital expenditures into 2026, despite economic uncertainties. Morgan Stanley forecasts an additional $2.9 trillion in AI infrastructure spending through 2028, indicating a sustained investment trend in the sector.
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