Tech giants from the United States are increasing their capital expenditures on artificial intelligence development, which is weighing on their financial results. OpenAI plans to spend around $600 billion on infrastructure by 2030, and Oracle is investing $50 billion. Microsoft and Nvidia are also grappling with cost pressures, while Amazon reports record revenues. Oracle additionally faces a class-action lawsuit from investors for misleading statements.

OpenAI's Gigantic Investments

OpenAI plans to allocate around $600 billion for the development of computing power by 2030, preparing for a stock market debut with a valuation of up to $1 trillion.

Oracle's Costly Investments

Oracle is investing a record $50 billion dollars in AI infrastructure, which leads to negative cash flow and a class-action lawsuit from investors for misleading statements.

Pressure on Nvidia's Results

Nvidia will publish its financial results for the last quarter, and investors are watching the finalization of a $30 billion investment in OpenAI, which is affecting the consolidation of its stock price.

Cost Pressure on Microsoft

Microsoft's stock performance remains under pressure despite solid results, as enormous AI outlays overshadow the extended partnership with OpenAI.

Amazon's Record Revenue

Amazon recorded total revenue of $641 billion in the 2025 fiscal year, driven by e-commerce, cloud, and new technologies.

The American tech sector is undergoing a fundamental transformation, driven by the race for dominance in artificial intelligence, which requires colossal capital investments. The development of artificial intelligence as a scientific discipline began in the 1950s. A breakthrough occurred in 2012 with the advancement of deep neural networks, enabling practical applications in image recognition and natural language processing. The current phase, based on large-scale language models, demands unprecedented computing power. Leading companies, such as OpenAI, plan expenditures amounting to hundreds of billions of dollars. According to Reuters reports, OpenAI intends to allocate around $600 billion for the development of computing infrastructure by 2030, which is meant to prepare the company for a planned stock market debut that could value it at up to a trillion dollars. Simultaneously, Oracle is making a historic pivot, investing a record $50 billion in AI infrastructure. This strategy is associated with serious financial consequences, including negative cash flow, which raises strong concern among investors and translates into increased volatility of the company's stock market listings. Meanwhile, other hyperscalers are also balancing growth with financial discipline. 641 mld USD — Amazon's revenue in 2025. Despite this success, the investment outlays related to AI are burdening the balance sheets of even the most profitable firms. Microsoft, despite solid financial results and an extended partnership with OpenAI, feels pressure on its stock performance due to enormous CAPEX. Similarly, Nvidia, a key supplier of graphics processing units (GPUs) for this revolution, faces a "week of truth" ahead of its quarterly results publication, which will assess whether the company meets the market's high expectations despite finalizing a $30 billion investment in OpenAI. „Nvidia's shares are entering a pivotal week that could define their further direction.” — Ad Hoc News Analysis This climate of financial uncertainty leads to a phenomenon known in the market as the "AI Scare Trade," the selling off of stocks related to the artificial intelligence theme.

Mentioned People

  • Warren Buffett — Legendary investor, whose advice 'be greedy when others are fearful' was invoked in the context of investment opportunities after a tech stock sell-off.