Is Big Tech spending too much on AI?
Is Big Tech spending too much on AI?
Big Tech’s AI spending is getting harder to ignore, with companies like , , , and pouring billions into data centers and infrastructure. The opportunity is massive, but investors are starting to ask the tougher question: how long can this level of spending continue before companies need to show much bigger returns?
If AI revenue and profits keep accelerating, the spending could look justified. But if growth slows, all that capex could become a major pressure point. Do you think Big Tech is investing aggressively at the right time, or are AI spending expectations getting out of hand?
it is definitely a lot of money but companies like google have been preparing for this for years. i’m curious to see if the returns start showing up in the next few quarters.
