Re:AI CapEx Is Eating the Economy
by esseph on Friday July 18, 2025 @04:47PM
(#44609660)
That would be $75 billion combined for 2025. A drop in the bucket.
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> From 2013 to 2020, cloud infrastructure capex rose methodically—from $32 billion to $119 billion. That's significant, but manageable. Post-2020? The curve steepens. By 2024, we hit $285 billion. And in 2025 alone, the top 11 cloud providers are forecasted to deploy a staggering $392 billion—MORE than the entire previous two years combined.
-- > From 2013 to 2020, cloud infrastructure capex rose methodically—from $32 billion to $119 billion. That's significant, but manageable. Post-2020? The curve steepens. By 2024, we hit $285 billion. And in 2025 alone, the top 11 cloud providers are forecasted to deploy a staggering $392 billion—MORE than the entire previous two years combined.
https://www.wisdomtree.com/investments/blog/2025/05/21/this-...