Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race
Alphabet and Amazon commit $216-$218B combined in 2025 capital expenditure, heavily weighted toward AI infrastructure. Anthropic's 1 million Trainium2 chip contract and OpenAI's $250B Azure deal signal unprecedented demand for specialized semiconductors, forcing capacity expansion from chipmakers.
ViaNews Editorial Team (Markets)•