---
title: "BIG TECH JUST UNLEASHED THE AI ARMS RACE• Microsoft: $120B (expected $80B)• Amazon: $118B (expected "
description: "BIG TECH JUST UNLEASHED THE AI ARMS RACE• Microsoft: $120B (expected $80B)• Amazon: $118B (expected $105B)• Meta: $100B (expected $72B)• Google: $85B (expected $75B)That’s not spending. That’s warfare"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000174027.md"
published_at: "2025-08-01T09:37:18.000Z"
author: "[Tom Nash Updates](https://longbridge.com/en/profiles/17075731)"
---

# BIG TECH JUST UNLEASHED THE AI ARMS RACE• Microsoft: $120B (expected $80B)• Amazon: $118B (expected 

BIG TECH JUST UNLEASHED THE AI ARMS RACE

• Microsoft: $120B (expected $80B)

• Amazon: $118B (expected $105B)

• Meta: $100B (expected $72B)

• Google: $85B (expected $75B)

That’s not spending. That’s warfare.

Bullish for the entire picks and shovels crew: $NVIDIA(NVDA.US) $Oracle(ORCL.US) $ASML(ASML.US) $Arm(ARM.US) $Cadence Design(CDNS.US) and $Palantir Tech(PLTR.US)

### Related Stocks

- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
- [ASML.US - ASML](https://longbridge.com/en/quote/ASML.US.md)
- [GOOG.US - Alphabet - C](https://longbridge.com/en/quote/GOOG.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.