Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth
THE SO WHAT
When $750B in AI capex rides on ad, consumer, and retail engines that are flattening — and in some cases cannibalized by AI itself — the tolerance for long-dated ROI shrinks. Expect sharper scrutiny on AI projects that don’t clearly defend or grow core revenue in the next 6–12 quarters.
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