Data center investments are reaching unprecedented levels, with Amazon’s capex exceeding $100 billion, akin to Costa Rica's GDP. Google, Microsoft, and Meta also show significant spending relative to the GDP of smaller countries. Global capex for data centers is projected to surpass $657 billion in 2025, a near doubling from 2023. This surge is largely fueled by the increasing need for compute power in AI development, despite skepticism regarding the immediate returns on such investments. Demand for AI infrastructure continues to outpace supply, driven by advancements and broader AI adoption.
According to figures from researchers at Omdia, the annual datacenter capex of cloud giant Amazon alone now exceeds $100 billion, making it roughly comparable to the entire GDP of Costa Rica.
Omdia estimates that global datacenter capex will top $657 billion for the whole of 2025, which means the splurge has almost doubled since 2023 when the total was $330 billion.
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