Entering 2025, the global artificial intelligence (AI) field remains a focus of attention, from governments to enterprises, from investment, application to cooperation. The popularity of the AI field continues to grow and presents four characteristics.
Firstly, the investment in infrastructure in the field of artificial intelligence is still increasing, mainly covering servers, data centers, and networks.
US tech giants including Microsoft, Amazon, Google, and Meta have chosen to continue investing in the AI field, seeking investment and business opportunities in the AI sector. According to reports, these four major enterprises are expected to invest a total of $320 billion in AI technology and data center construction by 2025, significantly higher than last year’s $230 billion. Among them, Amazon alone is expected to increase its total capital expenditure to over $100 billion this year, with most of the increase going towards AI in Amazon’s web services division, up from $83 billion in 2024; Microsoft invests $80 billion in AI data center construction for fiscal year 2025; Google’s parent company Alphabet has announced that it is accelerating its investment in AI data centers, with capital expenditures expected to increase from $52.5 billion in 2024 to approximately $75 billion this year, and projected to reach $16 billion to $18 billion in the first quarter.
Companies including SoftBank, Oracle, and OpenAI have pledged to spend $500 billion to build new AI infrastructure in a joint venture called Stargate.
US President Trump announced earlier that he will accelerate the construction of AI power plants and explicitly stated that his government will not set any climate targets for the AI industry. He also hopes that these power plants can be directly connected to data centers instead of being powered by the grid.
Secondly, many countries around the world are investing more efforts to promote the development of artificial intelligence.
In Europe, the UK government announced the “Artificial Intelligence Opportunity Action Plan” in January, aimed at vigorously promoting artificial intelligence to promote economic growth, create employment opportunities, and improve public service levels. French President Makron said on the eve of the Paris AI Summit that France will announce that companies, funds and other sources will invest a total of 109 billion euros in French AI projects in the next few years. Macron said, “The first battle for Europeans was investment, investment, reinvestment
In Asia, SoftBank Group and OpenAI held a conference in early February with over 500 Japanese companies in attendance, aimed at building Japan’s artificial intelligence infrastructure and seeking support from various industries such as transportation, manufacturing, pharmaceuticals, and finance. In addition, it is reported that during the Paris Artificial Intelligence Summit, US President Trump and Japanese Prime Minister Shigeru Ishiba will discuss matters such as artificial intelligence and chip development.
