Webscale Market Tracker, 1Q25: AI FOMO pushes 12 month capex to $340B, passing telco market
In the first quarter of 2025, webscale companies reported significant increases in revenue, capital expenditure, and research and development spending.
- Capex skyrocketed 67.2% YoY in 1Q25 to $96.6B, annualizing to $343B, up 65% from a year ago and setting another all-time high.
Specifications
- Pricing
- Enterprise, Single user
AI Readiness
Good foundation, but some important product data is still missing.
65%