AI / Tech sector data points — Dec 23, 2025
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You’ve probably heard that AI is the future. Big Tech companies like Microsoft, Google, and Nvidia are pouring billions into it, and their stock prices have soared. But if you’ve been investing (or even just paying attention), you might be wondering: Is this another bubble — like the dot-com
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As the AI boom accelerates, global tech giants are facing unprecedented capital expenditure (capex) needs. The race to build AI-ready data centers and cloud infrastructure has pushed capex into record territory. Over the past six months, companies like Microsoft, Oracle, and Meta have begun shifting away from relying solely on