Apple’s $12.7 billion fiscal 2025 capex lags peers’ combined $400 billion AI-driven investments amid market pullback.
Apple’s capital expenditures totaled $12.7 billion in fiscal 2025, a fraction of the $400 billion spent by Microsoft, Alphabet, Meta, and Amazon combined. The gap highlights Apple’s restrained AI spending as rivals accelerate data center and infrastructure investments.
While Amazon alone plans $200 billion in capex this year—16 times Apple’s fiscal 2025 outlay—Apple’s strategy avoids the volatility hitting AI-heavy stocks. Oracle’s post-earnings drop and chip sector declines reflect investor skepticism over near-term returns on massive AI bets.
Apple’s approach, though criticized as lagging, now appears less risky as AI stocks face selling pressure. The company’s $4.3 trillion valuation remains resilient amid broader tech sector turbulence.