Meta, Microsoft, Google Are Spending Like It's 2021 — And These AI Stocks Are The Real Winners
1. GOOG's capex rose 83% year-over-year, reaching $24 billion. 2. Google sees 74% increase in spending for 2025. 3. Big Tech's combined capex increased 85% year-over-year to $80 billion. 4. Investors might consider supply chain stocks benefiting from AI spending. 5. AI infrastructure investments are outpacing previous cloud race commitments.