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Big Tech AI Spending Hits $228 Billion as DeepSeek Raises Questions

Meta, Microsoft, Google, and Amazon are expected to spend a combined $228 billion on AI infrastructure in 2025, a 55% increase from 2024. Investors are concerned about the timeline for the payoff and whether such high levels of spending are justified, especially in light of the recent debut of DeepSeek, a Chinese startup that offers competitive AI models at a fraction of the price. Despite these concerns, Meta, Microsoft, and Google have all announced plans to increase their AI spending in 2025, while Amazon is expected to report its AI spending plans when it reports fourth quarter earnings on Thursday.

Big Tech Spending Bonanza: Meta, Microsoft, and Google Invest 228B in AI

Big Tech firms Meta, Microsoft, and Google plan to collectively spend $228 billion on AI infrastructure, with Meta confirming it will invest "hundreds of billions of dollars" long-term.

Big Tech's AI Spending Spree: Meta, Google, MSFT Pump Billions Amid Investor Uncertainty

Meta, Microsoft, and Google are expected to spend a combined $228 billion on AI in 2025, a 55% increase from 2024, betting that the long-term payoff will offset concerns about the current lack of clear monetization.

Europe Data Center Capacity Growth Lags Despite Surge Amid AI Demand

Europe's data center capacity is set to grow by 22% in 2023, but demand for AI-linked space is outpacing supply, leaving Europe at risk of falling behind in the global AI race.

Europe Data Center Capacity Expansion May Trail Demand, Threatening AI Ambitions

Europe's data centre capacity to grow 22% in 2023, but still lags behind US and China, risking AI dependency.

DeepSeek AI Models Gain Momentum in China, Fueling Industry Growth

Chinese companies embrace DeepSeek AI models, hailing 'watershed moment' for industry

OpenAI CEO Meets with India's IT Minister to Discuss AI Ecosystem

OpenAI CEO Meets with India's IT Minister to Discuss Low-Cost AI Ecosystem

Chinese AI Chip Makers Support DeepSeek, Mark 'Watershed Moment'

Chinese companies, from chip makers to cloud service providers, are rushing to support DeeepSeek's artificial intelligence models, sparking analysts to hail a "watershed moment" for the industry.

Chinese AI models gain traction, marking 'watershed moment'

Chinese companies rally to support DeepSeek's AI models, marking a "watershed moment" for the industry as domestic chips prove capable of running competitive large language models.

Google Search's AI Journey: From AI Overviews to Chatbot-Like Features

Google Search is undergoing an AI transformation, with plans to become more like an AI assistant that browses the internet for you. Expect major search innovation in 2025 as Google integrates AI features from DeepMind, including Project Astra for real-time query answering, Gemini Deep Research for long research reports, and Project Mariner for interacting with websites.