Amazon and Jassy CEO during a major address at AWS Re: Invent 2024, a conference hosted by Amazon Web Services, at Las Vegas Venice on December 3, 2024 in Las Vegas, Nevada.
Noah Berger Getty Images Entertainment | Gety pictures
Amazon She said on Thursday that she plans to enhance her capital expenses to $ 100 billion in 2025, continuing to invest in artificial intelligence.
Last year, CAPEX exceeds $ 83 billion last year. Amazon CEO, Andy Jaci I expected in October Capex 2025 for the company will exceed last year, driven primarily to grow in artificial intelligence.
“We spent $ 26.3 billion in Capex in the fourth quarter, and I think this is reasonably represented by what the CAPEX annual average in 2025” said Jache said: Fourth quarter profit report. “The vast majority of this cicex on AWS artificial intelligence.”
Amazon has accelerated investment in data centers, networks and hardware tools to meet the tremendous demand for the Importer IQ, which exploded in popularity since Openai has released its assistant to Chatgpt in late 2022. Amazon provided a set of AI products, including its own group. Nova models, training chips, shopping chat, and a third -party market called Bedrock.
Other technology companies also spend on artificial intelligence. Google parent alphabet He said on Tuesday It is expected to invest about $ 75 billion of capital expenses this year. Last month, Microsoft He said he is planning to spend 80 billion dollars in the fiscal year 2025 to build databases to support the burdens of artificial intelligence work. Dead He said it would spend Up to 65 billion dollars on capital expenditures as much as it works to build more data center and computing infrastructure.
Amazon presented an update to spending plans yet Reporting mixed results For the fourth quarter. The company expected weaker sales than expected for the current period, which overwhelmed the upper and lower -bottom victory in the fourth quarter. The shares have decreased more than 4 % in extended trading.
Jassi tried to reassure investors to call that the jump in spending would be worthy of attention, describing it as “a kind of job opportunities once in a lifetime.”
Jaci said: “I think that both our actions, customers and shareholders will be happy and medium to long -term, and that we are following the opportunity of capital and the opportunity to work in artificial intelligence,” said Jaci. “We also have CAPEX that we spend this year in our stores, really, with the goal of trying to continue to improve delivery speed and service cost.”
Technology companies face new doubts about artificial intelligence spending plans after early success to the start of Chinese Deepseek. The laboratory claims that it took only two months and less than 6 million dollars to develop his R1, which says Openai's O1. The markets were roaming By launch last week, with chips makers Nafidia and Broadcom Loss of $ 800 billion in the market.
He watches: Multiple operating programs for Amazon in the long run
