
Meta, Google, and Microsoft Triple Down on AI Spending
Three of the largest U.S. technology firms—Meta, Google (Alphabet), and Microsoft—reported record quarterly profits alongside unprecedented capital outlays for artificial‑intelligence infrastructure. Meta forecast capex of $70‑$72 billion, up from its prior range, while Alphabet lifted its 2025 spending outlook to $91‑$93 billion. Microsoft’s quarterly capex rose to $34.9 billion, a 74 percent year‑over‑year jump. All three companies highlighted strong revenue growth in cloud and advertising segments, aggressive AI talent recruitment, and strategic partnerships, even as analysts warn of a possible AI market bubble.







