Amazon said it would expand its investment in AI this 12 months and increase capital expenditures to $ 100 billion (about 145.63 trillion won). Consequently, it’s predicted that the quantity of AI investment in 4 big techs, including Microsoft, Google and Meta, will exceed $ 300 billion (about 436.89 trillion won). That is about two -thirds of the domestic government budget of 655 trillion won last 12 months.
Amazon announced on June 6 (local time) that it will invest $ 100 billion in capital expenditures, up from $ 83 billion last 12 months.
Andy Jesse Amazon CEO said in a conference call that “we spent $ 26.3 billion within the fourth quarter, and most of them are used for AWS’s AI.” “It’s only a business opportunity.”
Amazon has steadily expanded its investment in data centers, networking equipment, and hardware based on the explosive AI demand since 2023. As well as, he spent huge expenses for the event of AI chip ‘Trinium’, ‘Bedrock’ platform, developing its own large language model (LLM), upgrading voice assistant Alexa, and startup investment similar to Antropic.
Earlier, Microsoft said it will invest $ 80 billion in AI this 12 months. Mark Zuckerberg, CEO, said in a thread that he would put greater than 1.3 million GPUs in the info center, as much as $ 65 billion this 12 months. Google also announced that it will invest $ 75 billion in capital expenditures.
The 4 Big Tech expenditures this 12 months amounted to $ 320 billion. Most of them are for AI.
Already, they invested $ 246 billion last 12 months, following $ 15.1 billion in 2023. It is a surge of 63%, and is thought to be a rise in historical levels.
It is usually noteworthy that the announcement got here with the looks of AI investment meeting with the emergence of Deep Chic. Big Tech emphasizes that AI usage is required to extend and expand infrastructure slightly than reducing model development costs and repair costs.
Although he didn’t reveal the small print, Illon Musk, who has been making an enormous amount of information center for Apple and XAI and Tesla, who’s all -in on AI, and ‘Stargate’ who will invest $ 500 billion for the following 4 years to construct an information center for the following 4 years. Combined with the open AI of the project, the dimensions of AI investment will increase.
Experts predicted that this trend would proceed.
“Sooner or later, winter will come to AI someday,” he said within the Financial Times.
By Park Chan, staff reporter cpark@aitimes.com
