2025 Benedict Evans 2025 Autum AI eats the world · page 17 of 90
The chart highlights the significant increase in capex spending by the 'big four' tech companies, projected to reach $400bn in 2025.
Consulting deck · industry_trends · analyze_data · dense density
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Action Titles slide · 90%
Title 'FOMO drives a capex surge' states insight
Chart Selection Guide slide · 90%Stacked-bar capex by hyperscaler 2010-2025e
Chart Selection Guide slide · 70%The slide contains a bar-stacked chart showing Capex ($bn) from 2010 to 2025e for several companies.
Color Strategy slide · 75%Red Microsoft block draws eye versus greys
Concrete Language slide · 85%Subtitle '$400bn vs telecoms ~$300bn'
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