A visual guide to understanding the AI cash-burning battle

Wallstreetcn
2025.02.07 00:26
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How much capital have American tech giants invested in AI? According to the latest financial report data summary: In terms of the ratio of capital expenditure to gross profit, the capital intensity of the four giants—Microsoft, Google, Meta, and Amazon—in 2025 has increased by about 12 percentage points compared to the average from 2017 to 2022 (i.e., before the era of generative AI). Among them, Microsoft has seen the largest increase, with its investment intensity doubling, while Amazon has actually decreased

How much capital have American tech giants invested in AI?

According to the data compiled after the latest financial report disclosures:

In terms of the ratio of capital expenditure to gross profit, the capital intensity of the four giants—Microsoft, Google, Meta, and Amazon—in 2025 has increased by about 12 percentage points compared to the average from 2017 to 2022 (i.e., before the era of generative AI).

Among them, Microsoft has seen the largest increase, with its investment intensity doubling, while Amazon has actually decreased.

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