The race for AI dominance - but, how much is too much?
Amazon CEO Andy Jassy justified thisenormous investmentby citing “significant signals of demand” in the AI space.
Microsoft has committed to spending $80 billion on expanding its Azure cloud platform.
Meta is also ramping up its AI investments.
Their collective spending is projected to exceed $320 billion in 2025.
These enormous investments stand in stark contrast to the apparent approach taken by DeepSeek.
To be sure, there isskepticism about DeepSeek’s claims, particularly regarding the cost of developing its model.
However, the major players seem undeterred by DeepSeek’s achievement.
Beyond the public tech giants, significant investments are also flowing into AI startups.
“Could there be an AI winter at some point?”
Rishi Jaluria, an analyst at RBC Capital Markets, said to the Financial Times.
