bullish

Despite DeepSeek’s Innovation, Hyperscalers Doubling Down on Capex

632 Views14 Feb 2025 18:25
​Tech giants are investing $315 billion in AI and cloud infrastructure by FY25, showing confidence in long-term growth and market leadership.
What is covered in the Full Insight:
  • Introduction: DeepSeek's Innovation Impact
  • Hyperscalers' Capex Commitments
  • Alphabet's Strategic AI Investments
  • Meta Platforms' Generative AI Focus
  • Microsoft and Amazon's AI-Centric Strategies
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