Clouds, power, margins, and proof: Big Tech’s new religion
Update: 2025-10-31
Description
Big Tech giants - Microsoft, Alphabet, Amazon, Meta, and Apple - are investing heavily in cloud and AI infrastructure, with capital expenditures reaching billions. Alphabet plans to spend up to $93 billion next year, while Microsoft and Meta are also increasing their investments. Amazon has doubled its cloud resources in two years and plans to double them again by 2027. These companies are focusing on building physical infrastructure and securing power contracts to meet the growing demand for AI and cloud services. Ads, subscriptions, and services remain the primary revenue sources funding these investments. The next wave of innovation is not just digital but also tied to who owns the infrastructure and can deliver real value.
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