The investment of global technology giants in the field of artificial intelligence (AI) is soaring at an unprecedented speed, and a competition about future computing power and technological leadership has been fully launched. According to the latest industry analysis, industry leaders, including Microsoft, Amazon, Google's parent company Alphabet and Meta Platforms, expect that the total expenditure on AI-related infrastructure will exceed $344 billion this year, and most of the funds are flocking to the construction of high-performance data centers.

This amazing figure highlights the core position of AI technology in the strategic layout of companies. Microsoft recently announced that it plans to invest more than $30 billion in this fiscal year, having set an investment record of $24.2 billion in the previous quarter, with a view to further consolidating its leading edge in the fields of cloud computing and AI. Amazon has also maintained an investment scale of up to $31.4 billion, and Alphabet has raised its capital expenditure forecast for 2025 to $85 billion, highlighting its determination to meet AI demand and overcome supply chain bottlenecks. Meta Platforms also raised its capital expenditure forecast in 2025, indicating that its investment in AI will accelerate in the coming year.

Industry observers pointed out that executives of major technology giants generally emphasized the importance of rapid investment to seize the commanding heights of AI development. Behind these huge investments is the urgent need for powerful computing power needed for AI model training and deployment, and the data center has undoubtedly become the core battlefield of this AI arms race.

Despite the huge investment, the market's response to the return on investment of AI of various companies is different. Meta has been recognized by investors with its strong sales performance and positive income expectation, indicating that its investment in the AI field, especially in the improvement of advertising efficiency, is gradually showing results. Amazon's share price fell, partly because its cloud service department's sales growth slowed down and failed to fully convince investors of the rationality of its large-scale expenditure. Although Alphabet increased its expenses, its share price fluctuated little. The company explained that this was to meet the needs of customers and cope with the tight supply chain environment. It is worth mentioning that Microsoft's AI investment has directly promoted the substantial increase in the sales of its Azure cloud computing department, confirming the good return of early investment. Even Apple, which is relatively low-key, has raised its capital expenditure forecast and closely linked most of its increments to AI-related projects.

This AI-driven capital feast not only reshapes the competitive landscape of the technology industry, but also indicates that an intelligent era supported by powerful computing power is accelerating. China science and technology enterprises also play a key role in the global AI wave, and are actively deploying their own data centers and AI research and development to jointly promote the development and application of global artificial intelligence technology.