Technology giants have recently been actively investing in related infrastructure in the field of artificial intelligence (AI). At the current rate, the cumulative investment amount is expected to exceed US$1 trillion within five years. According to this trend, the technology industry has officially entered the era of AI arms race.
Business Insider reports that according to an analysis report by research firm Bernstein, technology giants Amazon, Microsoft, Google, Meta and Apple have invested a total of capital expenditures on AI-related infrastructure such as land, data centers, servers and network equipment this year. will reach US$200 billion. At this rate, cumulative spending could exceed $1 trillion within five years.
In the coming years, spending by these companies will focus on graphics processing units (GPUs) and data centers that can support their AI vision.
Analysts say the $200 billion the five tech giants are expected to spend this year will exceed the combined spending next year by the next 90 S&P 500 telecom companies. Such large-scale “concentrated spending” is comparable to the $166 billion spent by oil majors in 2013.
The report shows that global technology giants have actively reduced expenditures in the past two years, but in recent years capital expenditures have accounted for about 10% of annual revenue, and will increase to 14% or 15% in the next two years.
Bernstein’s analysis also pointed out that past rounds of large-scale investment in the technology industry have lasted one to three years, but this time it may last longer. Analysts said, "If major technology companies do not invest now, they will expose themselves to the risk of operational disruption."
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