This chart shows the capital expenditure (CapEx) trends of the world's four largest tech giants (Amazon, Meta, Google, Microsoft) from 2015 to 2025. CapEx is a critical investment in building data centers, servers, AI training clusters, and other infrastructure, making it the most important foundational expenditure in the AI era. As seen in the chart, CapEx has skyrocketed from $24 billion in 2015 and is projected to exceed $315 billion by 2025, marking an astonishing increase.

 ⸻ 💰 AI Infrastructure Boom: Tech Giants' Spending Grows Tenfold in a Decade From 2015 to 2024, total CapEx surged from $24 billion to $224 billion, driven by explosive growth in AI model training, inference, and cloud computing demand. Entering 2025, the industry is in a "full sprint phase," with projected spending jumping to $315 billion—a clear reflection of the accelerating AI race.

 ⸻ 🟦 Amazon (AWS)$Amazon(AMZN.US) : The Spending Leader The 2025 data shows Amazon is expected to invest up to $100 billion, making it the largest AI and cloud infrastructure builder. AWS is already the global leader in cloud services, and with the addition of enterprise AI demand, its investments account for nearly one-third of the industry total, showcasing its aggressive expansion ambitions.

 ⸻ 🟪 Meta$Meta Platforms(META.US) : The Most Aggressive AI Bet in Social Media Meta's CapEx is projected to reach $60 billion in 2025. Mark Zuckerberg is driving the company's transformation from a social network to a full-stack AI firm, including Llama models, recommendation algorithm optimization, AI creator tools, and hardware R&D. To train more powerful models, Meta is building and acquiring hundreds of thousands of accelerator clusters, with the surge in CapEx reflecting its long-term strategy.

 ⸻ 🟩 Google$Alphabet - C(GOOG.US) : The Giant's Full Transition into the "AI Rebuild Era" Google is expected to invest around $75 billion in 2025. The iteration of Gemini models, YouTube content recommendations, ad system optimization, and Google Cloud's AI services for clients all require massive computing power. Google's heavy investment in this space underscores its determination not to lose leadership in the AI era.

⸻ 🟦 Microsoft$Microsoft(MSFT.US) : AI + Cloud Dual Engines Drive Spending Surge Microsoft's 2025 CapEx is projected to hit $80 billion. Following its deep collaboration with OpenAI, Microsoft must build vast computing power for Azure to meet the demands of GPT models and global enterprise clients. AI is becoming Microsoft's new core growth driver, and CapEx is the foundation of this momentum. ⸻