Meta, Google, and Microsoft Triple Down on AI Spending

image via WIRED

October 30, 2025, 2:09 AM

• •Meta, Google, and Microsoft are heavily investing in AI infrastructure.
• •Meta's capital expenditure will be between $70 billion and $72 billion this year.
• •Alphabet expects 2025 capital expenditures to be between $91 billion and $93 billion.
• •Microsoft's capital expenditures were $34.9 billion this quarter.
• •Some analysts are concerned about a potential AI market bubble.

Microsoft, Meta, and Google are significantly increasing their investments in AI infrastructure, signaling a long-term commitment to the technology. Meta plans to increase its capital expenditure to between $70 billion and $72 billion this year, driven by rising demand for AI and its potential breakthroughs. Google's parent company, Alphabet, expects its 2025 capital expenditures to be between $91 billion and $93 billion, and Microsoft's capital expenditures were $34.9 billion this quarter, with much of the investment going toward AI infrastructure. These investments are fueled by the anticipation of continued growth in AI demand, although some analysts express concerns about a potential market bubble.

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