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Tom @tomlvs1 on x 1258 followers
Created: 2025-07-25 01:58:35 UTC
The AI arms race have been something really amazing to witness.
Yesterday $GOOGL announced a significant increase in capex during the earnings call. They raised its 2025 capex forecast to $XX billion, up $XX billion from its prior guidance of $XX billion.
$AMZN, $MSFT and $META are likely to exhibit similar behavior.
One thing to keep in mind is that this sadly won't last forever and I think during 2026 the so called "hyper scalers" will revert to historical norms with capex as 11-16% of revenue vs. XX% in 2025.
We are moving from the training stage to the inference stage.
Just my thoughts 😉 Nfa
XXX engagements
Related Topics meta amzn googl $meta $msft quarterly earnings coins ai $googl