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AI capital expenditure accelerates with significant growth forecast

pre-market1 source ↓written by the desknot a recommendation

totaling
$611 billion
in just one
$145 billion increase

Artificial intelligence is driving unprecedented capital expenditure, with global hyperscale spending projected to rise 67% in 2025, totaling $611 billion. Major players like Google and Microsoft are ramping up their budgets, reflecting a $145 billion increase in just one month. This surge indicates a strong commitment to AI infrastructure despite high capex intensity approaching 30% of sales.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 10 Nov 2025, 07:08 IST.

Sourcesnews.google.com

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