💼 Investors Demand Proof of AI ROI from Big Tech
Tech giants are facing pressure from investors demanding confirmation of the effectiveness of massive spending on AI. Amid sector sell-offs, the Nasdaq 100 index fell by 4.1%, and the SOX semiconductor index decreased by 10% over the last week.
🌍 Companies developing AI models and chips will face a rigorous audit of their capital expenditure (CapEx) efficiency. The market is no longer willing to accept rising AI spending as an unconditional positive factor without a clear link to revenue.
👤 The period of infinite growth based on AI expectations is giving way to a correction phase. Investors and specialists should closely monitor Big Tech financial reports, where the key question will not be the number of model parameters, but the real monetization of the technology.