Despite the uncertainties in the technological market, big techs are getting returns after heavy investment in artificial intelligence (IA). Last Thursday (31), Amazon leaders, Google e Microsoft, published the results obtained after directing large contributions to this area of technology.
All companies declare strong growth in revenue after the latest investments. In response to the great demand for solutions that use AI, companies have improved their services and data center infrastructures to support the operation of this technology.
Together, companies directed US$ 50,6 billions in properties and equipment in this last semester alone. This is a much higher investment than last year, where the somatized financial contribution among big techs was US$ 30,5 billion.
Cloud services increase the value of shares
Em 2022 cloud investments had been slowing. But, due to artificial intelligence, the numbers obtained in this area stood out. For the first time, the companies' AI products and cloud services surpassed US$ 10 billion annually.
Amazon's cloud services revenue grew by 6,19%, while Microsoft achieved an increase of 0,99% in this same period. In response, Amazon shares reached a valuation of 6% this last Thursday.
Google, stood out even more, confirming a constant growth rate for the 4th consecutive quarter. The company achieved growth of 22,2% and a total revenue of US$ 62,9 billion. In this amount, 35% of revenue is due to cloud services.
Like this, Alphabet shares, Google's parent company, increased in 3%. Only Microsoft saw its shares fall (6%), due to the difficulty in expanding the infrastructure at the speed necessary to meet the IA.
Companies will continue to invest
Due to volatility, investors in the technological market still have doubts and a certain skepticism regarding excessive investment in AI. For many, technology is expected to be a boom like the internet was in 2000, what may not happen.
Nonetheless, the intention of companies is to continue increasing financial contributions. Conforme o The Wall Street Journal, The focus of companies is to continue promoting the infrastructure to support all AI solutions, which continues to expand.
In conference with analysts, Microsoft confirmed the need for new investments. “Demand continues to be higher than our available capacity”, disse Amy Hood, company financial director. In addition to the leaders, other giants also disclosed their spending on AI.
The Goal increased investment in infrastructure by US$ 8,3 billion. “Investments in AI require robust infrastructure and we expect to continue investing significantly”, confirmed about CEO Mark Zuckenberg.
Expanding market
Contrary to this interest, a Nasdaq, dominated by technology companies, showed a drop in 28% this Thursday precisely due to market volatility. But, companies have invested in many solutions and partnerships and, now, maintenance of these contributions will be necessary.
All have already developed their own advanced, large-scale generative products, como chatboats. Other than that, Microsoft is the largest investor in OpenAI today, while Amazon and Google have significant partnerships with Anthropic.
