Evans: Big Tech capex reached $220B and will surpass $300B
Benedict Evans · Why Everyone Is Wrong About AI (Including You) | Benedict Evans · Sep 2, 2025 · at 1:00:37
Tech analyst Benedict Evans discusses the massive scale of AI infrastructure investments across major hyperscalers.
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“I think last year the Google, Google, Microsoft, AWS, and Meta spent about two hundred and twenty billion dollars of CapEx last year, And we'll probably spend something over 300 this year.”
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