2025 Benedict Evans 2025 Spring AI eats the world · page 13 of 59
The chart illustrates the significant increase in infrastructure investment by major tech companies, attributed to FOMO regarding the next decade of tech.
Consulting deck · industry_trends · analyze_data · dense density
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Action Titles slide · 90%
Title 'FOMO drives a capex surge' states the thesis.
Call to action slide · 70%If this is the centre of tech for the next decade, you don't want to miss it
Chartjunk Elimination slide · 50%Capex ($bn) 2010-2025e for Meta, Alphabet, AWS, Microsoft
Chart Selection Guide slide · 70%Stacked bars by company show share-of-spend over time.
Emotional Appeal slide · 60%Subtitle: 'you don't want to miss it'.
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