Investors to AI companies: Ye dil maange more! – CNBC TV18

Dua, salaam, namaste and sat sri akaal, all tech-ila-ites! We're back with another serving of AI madness.

But first, a confession. I'm half Gen Z and half millennial.

I am not having an identity crisis. I am just trying to follow Nagarjuna's Middle Way, or Madhyamaka, if you want to sound fancy. What does a Buddhist philosopher have to do with AI stocks? Arre, patience! We'll get there.

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For a while, the excitement around artificial intelligence seemed to be enough to keep investors hooked. Companies were spending big to build their AI capabilities, and the promise of the technology gave everyone plenty of reasons to be optimistic.

But the mood is getting a little more complicated now. Investors are beginning to ask a tougher question: When do the returns catch up with all that spending?

That doesn’t necessarily mean the AI story is falling apart. It simply means the market wants a clearer picture of the economics behind all the excitement.

Take Meta. The company has $825 billion in future commitments. Google, meanwhile, is struggling to get enough computing capacity to meet demand. The AI…

Original source: https://www.cnbctv18.com/technology/