#AICrashOrComeback AICrashOrComeback Microsoft, Amazon, Google, and other large tech companies could collectively increase capital expenditure (capex) to around $200 billion in 2025. More than $90 billion in incremental capital spending in 2024-25 compared to 2023 is expected to be mainly dedicated to expanding generative AI (Gen AI) infrastructure. Investment firms believe that artificial intelligence (AI), the sectors it involves, and those it can be applied to have not lost their appeal to investors.