🚀 In 2025, artificial intelligence became the main driver of stock markets and the subject of unprecedented investments by the largest technology companies. Alphabet, Microsoft, Amazon and Meta announced plans to jointly spend more than 380 billion dollars on AI development, and OpenAI is ready to invest around one trillion dollars into AI infrastructure. In this financial marathon, the winner will be the one who can spend money on a large scale and efficiently, and the losers will be those who are already spending more than they earn.
Amazon: an expensive race without profit
Amazon allocated a record 125 billion dollars for the AI reconstruction of its services and infrastructure. It would seem that the company is ready to win due to its scale, but there is a nuance: over the past five years Amazon has spent on capital expenditures an amount equal to the revenue that Alphabet received during the same period. Reports show that Amazon has lost a total of 222 billion dollars, while Alphabet earned 222 billion. Such a strategy makes Amazon vulnerable — the company is suffering losses not only in AI, but also in its core operations, which limits its ability to continue costly projects without external financing.
Meta and Oracle: financial obstacles
Meta and Oracle also find themselves in a difficult position. Meta demonstrates more moderate spending, but its financial problems may threaten long-term sustainability. Oracle continues to spend more than it earns, and the high overvaluation of its shares on the market makes investing in the company risky. In the context of the AI race, reliance on external capital or the need to reduce expenses is a serious disadvantage compared to profitable competitors.
Apple: a conservative but smart strategy
At the same time Apple has chosen a more cautious approach to AI investments. The company uses computing power of external providers, and for its own Private Cloud Compute services it employs its proprietary processors. This approach allows Apple to maintain financial stability while developing AI technologies without needing to spend hundreds of billions of dollars on building its own infrastructure. Apple earns the most among all participants in the AI race within the S&P 500 index, surpassing even NVIDIA, which with revenue of 51.4 billion dollars occupies second place. If Apple decides to expand its investments, it will easily become one of the key players in the AI market.
Data are more important than infrastructure
Despite enormous capital expenditures on AI infrastructure, long-term success is determined by the quality of the data on which systems are trained. Even the most powerful computing infrastructure will not provide reliable results if algorithms work with poor or incomplete information. Errors of ChatGPT, Claude, Perplexity and Grok clearly show how important the cleanliness and completeness of data is. Specialists often spend more time correcting AI errors than on their own analysis, which reduces the efficiency of implementing technologies and limits user trust.
Financial stability as the key to victory
The next phase of the AI race will require even larger investments in high-quality data, infrastructure expansion and training of highly skilled specialists. Companies with stable profits, such as Apple, Alphabet and Microsoft, gain an obvious advantage. They have the resources for large-scale investments, the ability to accumulate experience, train AI on reliable data and support long-term projects without the risk of financial exhaustion.
Conclusion: who will lose and who will win
Amazon, Oracle and Meta are the main contenders for the role of losers in the AI race. They have been spending more than they earn for several years in a row, which limits their financial flexibility. Companies that demonstrate stable profits and are capable of investing rationally in data and technologies will be in a winning position and will be able to set the pace of AI development in the coming years.
📌 In the end, the AI race is not just a struggle for technological leadership or advertising slogans. It is a real financial marathon in which those who can balance between large-scale investments and financial stability win, and those who are already on the verge of bankruptcy lose.
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