Yahoo Finance·2025-11-18 13:45Core Insights - Major tech companies including Microsoft, Amazon, Meta Platforms, and Alphabet are projected to invest a total of $405 billion in AI infrastructure by 2025, representing a 58% increase from 2024 [1][7] - Despite economic uncertainties, Big Tech is planning to increase capital expenditures in 2026 due to high demand for AI-capable computing infrastructure [2] Investment Trends - The investment in AI infrastructure encompasses not only AI accelerator chips but also includes high-speed networking equipment, data centers, cooling systems, and server racks optimized for AI workloads [1][7] - The demand for AI processing capacity is significantly outpacing current supply, prompting hyperscale cloud providers and specialized infrastructure companies to ramp up their investments [7] Key Players - Nvidia is recognized as the leader in computing power, designing GPUs and AI accelerators that dominate large-scale AI training and inference workloads, supported by its CUDA software ecosystem [4] - Broadcom supplies networking chips and custom AI accelerators that facilitate data flow between thousands of GPUs, benefiting from the expansion of AI training clusters [5] - Microsoft is enhancing its Azure cloud infrastructure and building data centers to support AI development, capturing value across the entire AI stack [6]