$TAO $IO The four major U.S. tech giants (Amazon, Microsoft, Google parent company Alphabet, Meta) have chosen to ramp up AI investments to consolidate their global technological advantages in the face of Chinese AI company DeepSeek's rise with low-cost, high-performance technology. Here is a detailed analysis:

### I. **Investment Plans of the Four Giants for 2025**

1. **Amazon**: Plans to exceed $100 billion in total capital expenditure by 2025, primarily for AI infrastructure and cloud computing services (AWS), aiming to seize the "largest technological transformation opportunity since the internet."

2. **Microsoft**: Plans to invest $80 billion in AI data centers in the 2025 fiscal year, focusing on promoting the widespread application of AI technology in the U.S. and emphasizing that demand will experience "exponential growth."

3. **Alphabet (Google)**: Capital expenditures will increase to $75 billion by 2025, primarily for server procurement and data center expansion to support AI and cloud computing businesses.

4. **Meta**: Plans to invest $60 billion to $65 billion, focusing on generative AI and infrastructure development, calling 2025 the "decisive year for artificial intelligence."

The total investment of four companies is expected to reach $320 billion by 2025, an increase of nearly 40% from $230 billion in 2024.

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### II. **Strategies to Address DeepSeek**

Despite DeepSeek claiming that its AI model outperforms OpenAI at a fraction of the cost, U.S. tech giants have not backed down but responded in the following ways:

1. **Emphasizing the Long-term Benefits of Technological Iteration and Cost Reduction**

- Microsoft CEO Satya Nadella believes that the decline in AI costs is an industry trend that will accelerate technology adoption and create new demand.

- Amazon CEO Andy Jassy pointed out that cost reductions will encourage businesses to integrate more applications with AI, thereby expanding the cloud computing service market.

2. **Integrating DeepSeek Technology to Strengthen Ecosystem**

- Microsoft has integrated DeepSeek models into the Azure AI platform and GitHub, and plans to run them in Copilot+ PCs.

- Amazon users can utilize DeepSeek models through Amazon Bedrock and SageMaker, demonstrating its technological compatibility.

3. **Accelerating Infrastructure Layout to Consolidate Advantages**

- Giants generally believe that the large-scale application of AI still relies on massive computing power infrastructure, thus continuing to ramp up data center construction.

- The U.S. "Stargate" program further strengthens the layout, led by companies like OpenAI, with an expected investment of $500 billion to build next-generation AI infrastructure.

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### III. **Wall Street Concerns and Company Responses**

Despite the massive scale of investment, the market is skeptical about the return rate:

1. **Profit Pressure and Resource Allocation**

- Analysts are concerned that huge investments may squeeze resources for non-AI businesses, and if revenue growth is insufficient, it will impact shareholder returns.

- Meta's stock price rose due to AI improvements in its advertising business, but other companies still need to prove that AI can significantly drive growth in cloud services.

2. **Executive Confidence and Long-term Strategy**

- Zuckerberg emphasized that large-scale investments represent a "long-term strategic advantage" that can drive innovation and solidify America's technological leadership.

- Google CEO Sundar Pichai believes that low-cost AI will accelerate technology adoption, and Google will benefit from its large user base.

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### IV. **Industry Impact and Future Outlook**

1. **Technology Adoption and Market Expansion**

- The application scenarios for tools like AI painting and writing are rapidly expanding, enhancing creator efficiency and giving rise to new business models.

- Companies are optimizing advertising placements (such as Meta), cloud services (like AWS, Azure), and exploring diversified profit paths through AI.

2. **Global Competitive Landscape**

- The U.S. is attempting to maintain its lead over China through policy support (such as the "Stargate" program) and investments from tech giants.

- The rise of DeepSeek prompts the industry to rethink efficiency and cost, potentially driving the exploration of more low-cost technology routes.

### Summary

The four major U.S. tech giants are responding to the challenge posed by DeepSeek with massive investments, which is both a competition for technological leadership and a bet on the future potential of AI. Although short-term returns are uncertain, in the long run, these investments may reshape the global AI ecosystem, promoting technological inclusivity and industrial upgrades.