According to a report by The Information, the ChainCatcher message indicates that the surge in DeepSeek has not slowed the expansion of AI capital expenditure by technology companies. Alphabet, the parent company of Google, stated that its capital expenditure is expected to reach $75 billion this year, an increase of 43% compared to 2024.

This brings Google and Microsoft very close, as Microsoft had previously stated that it would spend $80 billion on building artificial intelligence data centers in the fiscal year ending in June. Meta Platforms plans to spend up to $65 billion on capital expenditure, slightly behind. Meanwhile, Amazon is expected to have capital expenditure of $75 billion in 2024.