The three tech giants posted record profits and tripled their spending on artificial intelligence
The three tech giants from the United States (Meta, Google, and Microsoft) reported their quarterly results with historic profits and a key takeaway. Meta, Google, and Microsoft are accelerating the race to dominate artificial intelligence. The trend confirms that the competition to dominate the sector is far from slowing down.
According to Wired, the companies showed a common strategy: Invest aggressively in data centers, advanced chips, and AI tools to sustain market growth, even in the face of warnings about a possible "speculative boom" in the industry.
The company led by Mark Zuckerberg announced that its infrastructure investment will reach between 70 and 72 billion dollars in 2025. The goal is to expand its capacity for AI model development and meet the growing demand on its platforms.
Meta reported revenues of 51.24 billion dollars in the last quarter, a 26% year-over-year increase. According to Zuckerberg, the priority is to "anticipate the most optimistic superintelligence scenarios".
Alphabet, Google’s parent company, raised its spending projections from 75 to 93 billion dollars for next year. This was driven by the success of its Google Cloud division, which grew 35% year-over-year. The company posted record revenues of 102.3 billion dollars in the third quarter.
Its artificial intelligence model, Gemini, reached 650 million monthly active users, up from 450 million in the previous quarter. The company states that Gemini’s expansion is key to its generative AI leadership strategy.
Microsoft closed the quarter with 77 billion dollars in revenue, 18% more than last year. Its cloud division grew 26%, while its investment in AI infrastructure reached 34.9 billion, 74% more than in 2024.
CEO Satya Nadella emphasized that the company seeks to "continuously modernize its data center network" and make them "interchangeable and adaptable." According to CFO Amy Hood, Microsoft expects AI spending growth in 2026 to surpass that of 2025.
Industry analysts warn that the pace of investment could lead to a tech bubble. Projects like those of Nvidia and OpenAI (which plan data centers worth more than 1.4 trillion dollars) fuel doubts about the sustainability of this growth.