AI Can't Sustain This Rate Of Return

2026-01-29 09:00:00 ET

AI has run wild: stocks are soaring, multi-billion dollar investments are being made, infrastructure CapEx has never ever been higher, and private funding rounds are at levels the early internet days would blush at. But with a few years of investment and advancements in AI, why do we not see the revenue generation many have expected by now at end markets (not at the hardware level)? When will the trillions of dollars start showing an ROI?...

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