Microsoft (Nasdaq: Msft) and meta (Nasdaq: meta)) stick to their major AI spending plansEven with the new affordable Deepseek AI model that makes waves.
During their recent calls for results, the two technology giants highlighted their commitment to AI. Microsoft said $ 15.80 billion in capital spending in the last quarter, a touch greater than $ 15.70 billion from expected analysts. CEO Satya Nadella explained that more expenses are necessary to solve capacity problems and fully exploit the potential of AI.
For the future, Microsoft aims to invest $ 80 billion by 2025 in IA infrastructure and data centers. In Meta, CEO Mark Zuckerberg qualified 2025 a very great year for AI, predicting that their AI assistant will soon be the most used. Meta is preparing to spend 60 to 65 billion dollars on capital expenses next year, mainly on generative and basic AI projects. Despite the profitable Deepseek alternative, Microsoft and Meta are betting that their investments in AI will be reimbursed in the long term.
This article appeared for the first time on Gurufocus.