By Keithen Drury, The Motley Fool
Publication Date: 2026-04-12 20:58:00
Investors are growing increasingly worried about whether the massive amounts of money being spent on artificial intelligence (AI) infrastructure will ever pay off. This is a fair question.
Tech giants’ management teams will tell investors that AI is a must-invest space, and assert that the risk of underspending and being left behind is far greater than the risk of overspending. Still, data center companies are pouring hundreds of billions of dollars into their buildouts, and investors aren’t going to tolerate these sorts of capital expenditures indefinitely if there are no returns on investment in sight.
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However, some AI hyperscalers are actually making money from AI right now, and there is a clear pathway to making more. How is Microsoft (NASDAQ:…
