What Big Tech’s Numbers Really Tell Us
🧠 AI isn’t coming – it’s already driving $1 trillion in strategic bets across Silicon Valley. But are these investments visionary, or just necessary?
From token counts to chip orders, here’s what the numbers really say about the future of artificial intelligence, and why infrastructure – not models – might be the true winner.
📊 The Big Three – By the Billions
Microsoft (MSFT)
- 💸 $42B in Microsoft Cloud revenue (+22% YoY), driven largely by AI
- 🧮 100 trillion tokens processed in Q3 2025 – 5x more than the previous year
- 🤖 15M+ GitHub Copilot users, now powering 40% of GitHub’s revenue growth
- 🌍 AI data centres launched in 10 countries across 4 continents
Amazon (AMZN)
- 🚀 AWS at a $115B run rate, growing 19% YoY
- 🧠 Expanding access to multiple foundation models – with AI-powered retail offerings like Amazon Haul
- 📦 Massive infrastructure buildouts across fulfillment and AI model training
- 🌀 CEO Andy Jassy calls growth “lumpy” but sees multi-decade upside
Apple (AAPL)
- 🧱 Announced $500B in AI investment over 4 years – among the boldest in tech history
- 💾 Will source 19B+ chips in 2025 alone, including tens of millions of high-end AI processors
- 📲 Launch of Apple Intelligence with features like Genmoji, Visual Intelligence, and on-device ChatGPT
- 🌐 Expanding across 9 languages, with privacy-first AI core design
🔍 What’s Really Happening?
- 💽 Data centres are the new oil wells. Whoever controls compute capacity, controls AI economics.
- 📈 AI revenue is real – not hype. GitHub Copilot isn’t just smart – it’s a revenue stream.
- 🕒 Adoption is uneven. Even Amazon admits enterprise uptake is unpredictable. But the infrastructure is being built anyway.
- 🧩 On-device AI vs Cloud AI is shaping up to be the next great divergence (Apple vs Microsoft/Amazon).
⚙️ Don’t Forget Volity
While tech giants pour billions into AI, Volity is quietly powering the backbone of global financial access. Where any volume finds agility, Volity offers professionals a reliable, transparent, and cost-effective trading experience across global markets. As capital repositions, the future won’t just belong to the loudest – but to the most agile.
🧭 What To Watch (and Act On)
- Is your portfolio exposed to the infrastructure layer of AI, not just the model hype?
- Are enterprise tools you rely on being re-priced or redesigned with AI in mind?
- Could your own data strategy survive in a post-cloud, privacy-driven AI world?
