Skip to playerSkip to main content
  • 3 months ago
Microsoft, Alphabet, Meta, and Amazon are projected to spend about $370B on AI data centers in 2025, with even higher spending expected in 2026. Nearly all recent U.S. GDP growth has come from data center and software investment, while rising power demand is driving utilities to pursue major rate hikes in affected regions.
Transcript
00:00It's Benzinga bringing Wall Street to Main Street.
00:02Microsoft, Alphabet, Meta, and Amazon expect to spend about $370 billion on AI data centers in
00:072025, with spending projected to rise in 2026, according to Wired. Microsoft led last quarter
00:13with $35 billion in capital expenditures equal to 45% of revenue. Harvard economist Jason Furman
00:19estimates nearly all U.S. GDP growth in the first half of 2025 came from data center and software
00:24investments. J.P. Morgan reports AI stocks cut for 75% of S&P 500 returns since ChetGBT's 2022 debut.
00:33Energy demand from data centers has driven utilities to seek nearly $30 billion in rate
00:37Ikes in early 2025, and prices rise in nearby communities. For all things money, visit Benzinga.com.
Comments

Recommended