These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

According to the latest report by MTN Consulting, revenues of companies operating in the webscale market rose 14% year on year in the third quarter of 2025, while capital expenditures increased by 63%, reaching US$450 billion.
This imbalance has an impact on companies because it “reduces cash flow and exacerbates debt,” MTN noted.

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AI’s exponential growth strains copper supply, sparks alerts

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Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

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CES 2026 celebrates AI omnipresence

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Globales · Hardware11/12/2025

Google’s TPUs successfully challenge Nvidia’s GPUs

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Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

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Webscale market imbalance: revenues rise 14% while capex jumps 63%

MORE ANALYSIS

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

Google’s TPUs successfully challenge Nvidia’s GPUs

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

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