Microsoft and meta stocks hold strong as an increase of AI expenditure

Giants in Technical industry 2025 are reporting shortcomings in 2025 in the 2025. Investors have been eager to hear how the hypercol will respond to the markets, which shake the markets. After a report, many major technology and semicunders developed its D1 model in 6 million.

This is suspicious on need of development of billions of rupees AI infantry.However, are leading to speculation that hyperclters can reduce some investments on the AI. However, according to Microsoft Saltak: MST And Meta platform NASTAK: MataAI investment train will continue cuts for six o’clock.

Below, I will break the significant news related to the euts published by these Great seven stocks. I will explain the remarks from their top management teams as what effect they have the deeds. I will share close to what this means of development in this end for these two hyperroscies.

Microsoft: $ 80 billion investment plan

Microsoft had said that it was on the beginning $ 80 billion looking for investing To the financial year 2025 to the other Ai. In particular, the infusion of AI and Custody of the AI ​​and Claud-based applications to train AI models to train a train and AI and cloud-based applications. “

With the financial year of the company Q2 2025 results Coming out on January 30, the financial year is already half-part for Microsoft. So far, the company has spent 43 billion dollars on capital expenses, many of which many of whom are moved towards the initiatives. Q1 was 20 billion in expenses while 13.6 billion was a acceleration of 13%. In the company still left to spend a lot of. In the financial year 2024, the capkes had increased by 5 billion to 60%.

Microsoft’s main financial officer indicated that the company can actually cross their expenses for the entire year. Capex costs in Q3 and Q4 is also provoked to live in Q4. It was indicated that Q2 looked up to $ 22.6 billion dollars only in the Capex, the company would have a total of 87 37 billion.

When it comes to the deeds, Microsoft is adopted instead of pushing backwards. The company has Added R1 model for its AI FoundryWhere customers can use it to create and design apps using 1,800 models. Microsoft explained that with the fall of AI computing prices, AI applications would be written. This means that Microsoft Azour Inz Zeor basic inserts more demand to design and run these applications.

In addition, if AI models need less computing power, they can run without depending on devices. Microsoft is now developing abilities for it Copyrollak R1 to run locally. It strengthens the offer of Microsoft’s copywise, which will continue to exceed high revenue.

Meta: Looking for learning from the exacerbation of the december

A few days before the duplicate trauma, Mata said he was planning to spend 60 billion and 65 billion dollars. It is also looking for its AI employees. The company repeated this probability of investing on their earning calls.

An important difference between meta and Microsoft is the one that Mata’s recent earnings were for 2024. However, the company said it was planning to set up “hundreds of billions” in the infrastructure of AI for a long time.

Chepsec, Chief Executive Officer Mark Zuckerburg is clearly states that the llamma model of the Deepisic model meta is a competitor. He further said that there are promoted models in the deep model which would put the meta lolma model. He mentioned that the competitor is not unique to the deprivation to adopt; That’s how the industry works.

He continued to say that it is very soon to know how much it would mean for a company trajectory on AI fundamental structure and the company’s trajectory. The company still assumes that the investment of the increase of the data center will pay. Arabs will need to serve billions with Ai Qualifications.

Final ideas

Overall, it is usually a business when it comes to ai trip to the same firms. Development and paviving, but the planet changes of the earth were not created material. As before the price was worth, they will need to make more progress in showing returns for their AI projects. Which companies will come to light like AI’s last winners are blurred, to say at least.

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