BUSINESSFORTUNE
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
Amazon and Microsoft are each investing $200 billion this year in data centers to compete in AI services, intensifying their cloud computing rivalry. Investors are closely monitoring financial metrics and capital expenditures as Alphabet’s recent stock drop highlights concerns over returns on massive investments.
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- AI stock slump raises the question if investors are just taking profits or getting very nervous
- As AI spending surges, return-on-investment questions mount
- AI stock slump raises the question if investors are just taking profits or getting very nervous
- Tech giants are piling on debt to fund AI expansion
- AI stock slump raises the question if investors are just taking profits or getting very nervous
- Hyperscalers are strapped for cash