Compute Superpowers: How the Race for AI Dominance Is Reshaping Global Infrastructure
The numbers are almost incomprehensible. Amazon will spend over 100 billion dollars on capital expenditures in 2025. Microsoft committed 80 to 90 billion dollars. Google dedicated 75 billion dollars. Meta committed 64 to 72 billion dollars.
Combined, the top four hyperscalers will deploy approximately 315 billion dollars in AI infrastructure
