Broadcom: Customers Meta and Alphabet invest billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!
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The major hyperscalers have confirmed their investment plans for 2025. DeepSeek could ensure that Data Center expenditures grow less sharply in the long term, but it does not have an immediate impact. Meta plans to allocate 60 to 65 billion USD in Capex towards IT infrastructure. Microsoft is expected to invest around 80 billion USD. Last night, Alphabet also confirmed plans to spend approximately 75 billion USD. Together, these three companies will invest over 215 billion USD in AI infrastructure within a year. In the future, hyperscalers are...
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