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![schaeffers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::22814481.png) Schaeffer's Investment Research [@schaeffers](/creator/twitter/schaeffers) on x 9326 followers
Created: 2025-07-16 14:00:01 UTC

who's spending the most on AI? here are the stocks:

$MSFT: $80B capex for 2025, AI-enabled data centers
$AMZN: >$100B capex for 2025, AWS AI
$GOOGL: $75B capex in 2025, AI data centers
$META: $64-72B capex in 2025, AI infrastructure
$ORCL: $3B over 5Y, AI/cloud EU infrastructure


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945483562339209705/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[googl](/topic/googl)
[amzn](/topic/amzn)
[msft](/topic/msft)
[$3b](/topic/$3b)
[$6472b](/topic/$6472b)
[$meta](/topic/$meta)
[$75b](/topic/$75b)

[Post Link](https://x.com/schaeffers/status/1945483562339209705)