The world, which witnesses an incredible arms race during the Cold War, is now experiencing a different but similar period. Both states and private companies have entered a serious armament race. The weapon here is artificial intelligence (AI). In particular, according to the latest statements made by US -based technology giants, it is understood that expenditures exceeding $ 320 billion will be made in 2025 only in 2025.

Amazon, Google, Microsoft and Meta Presses Gaza

Technology giants such as Amazon, Google, Microsoft and Meta have announced that they will spend a record level for AI infrastructure. Amazon continues to be one of the leading companies in AI investments. Planning a gigantic investment exceeding $ 100 billion for 2025, the company will largely use this budget to expand the cloud infrastructure of the Amazon Web Services (AWS). Amazon CEO Andy Jassy said that the demand in the AI ​​field increased rapidly and stressed that this investment is inevitable. The company’s AI -oriented infrastructure expenditures in 2023 was $ 48 billion, while in 2024, this figure increased to $ 77 billion.

Google’s roof company Alphabet is also preparing to make a big leap in AI investments. CEO Sundar Pichai announced that they plan a $ 75 billion investment in the AI ​​area for 2025. The company, which spent 53 billion dollars in 2024, aims to strengthen its hand in the AI ​​leadership race by increasing this investment by 42 %. Microsoft continues to expand the Azure cloud platform in order not to fall behind in the race with Amazon and Google in artificial intelligence investments. In 2025, the company plans to spend $ 80 billion for AI infrastructure. CEO Satya Nadella, speaking at the World Economic Forum in Davos, said that the integration of AI technologies into the entire Microsoft ecosystem is among the priority goals.

Meta is one of the companies that increase their expenditures in AI. CEO Mark Zuckerberg announced in 2024 that they spent $ 40 billion for AI and that this figure will reach hundreds of billions of dollars in the coming years. For 2025, the company’s goal is to make an investment of around 65 billion dollars.

What about the effect of Deepseek?

Deepseek, a AI research company, claims that major technology companies have developed similar AI capabilities with lower costs against billions of dollars. However, giants such as Amazon, Google, Microsoft and Meta have not given up their strategies despite their high cost investments. Companies continue to increase their expenditures to move AI models further, enlarge their data centers and produce special AI chips.

On the other hand, OpenAI CEO Sam Altman’s Softbank and Oracle, along with Stargate AI infrastructure plans to invest 100 billion dollars, this amount may increase up to $ 500 billion in time.

Although Deepseek has created a shock effect in the markets by emphasizing the affordable cost, this has left the opposite effect. Because “less expenditure, less cost” event, contrary to popular belief, not to decrease investments, but on the contrary, indicates that it will increase rapidly. Therefore, lower costs will increase the demand and increase total expenditures. Jevons paradox, which predicts that the cost of a technology will increase when the cost decreases, apparently works in artificial intelligence.

As a result, the technology giants, who realize that demand will increase and costs can be reduced, open the mouth of the valves to the end to advance in the artificial intelligence race. The US, which is the leading in the field of artificial intelligence in the Western world, sees China as a rival in the artificial intelligence race. Europe is behind here. Although we can know about expenditures on the US side, it is difficult for China to say exactly. The relations of Chinese companies with the state and the gigantic incentives and subsidies offered by the state make it difficult to mix the dimensions of expenditures. But this is a fact; Artificial intelligence cold war between China and the United States.