It may not be a bubble but the numbers in ai are bonkers. The answer, so far, is that they're not slowing down Amazon offered the most ambitious spending initiative among the four, aiming to shell out over $100 billion, up from $83 billion in 2024. Tech leaders sought to tamp down bubble concerns on earnings calls as they unveiled billions in new spending on data centers and other ai infrastructure. The investment community reacted favorably to the plans presented by google and. The ai data center boom is warping the us economy microsoft, alphabet, meta, and amazon are investing tens of billions in data centers
Ai infrastructure is now a key driver of us economic growth. The four companies with the largest cloud footprints — aws, google, meta and microsoft — accounted for 44% of q1 data center capital investments
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