Enders Analysis was mentioned in Digiday on "In Graphic Detail: AI adoption increases, but U.S. consumers are still wary"
1 September 2025According to Enders Analysis’s recent report, Where will AI land? Platform wars, advertising reset and B2B game changers, the combined capex (capital expenditure) of Amazon, Google, Microsoft, Meta and Apple is an aggregate total of around $340 billion in 2025 for building AI infrastructure.
To understand just how significant that investment is, Enders’ report noted that it’s already roughly more than the annual economic output (GDP) of entire countries like Morocco and Portugal, and it’s already on the path to match Belgium’s annual GDP in the future.