Big Tech continues to pour billions into AI infrastructure — from advanced chips to data centres and cloud computing. The bet is that today’s spending will translate into tomorrow’s productivity and revenue.
But the scale of investment raises a bigger question: how long will it take for the returns to justify the costs?
Competition is pushing companies to spend more, while regulators are paying closer attention to AI risks and market power.
The real story isn’t just how much companies invest. It’s what they will get back.
The story behind the number.
