740 مليار دولار.. تقلق المستثمرين    

The rise in spending on artificial intelligence has raised concerns among investors about the ability of major tech companies to convert their massive investments into financial returns, amidst estimates that the capital expenditure of tech giants will exceed $740 billion this year.

Companies like "Microsoft," "Amazon," "Alphabet," and "Meta" are facing increasing pressure to justify their expansion in building data centers and purchasing advanced processors, as the costs of operating and developing AI models continue to rise.

Market questions are focused on the time required to recoup these investments and the extent to which smart services can generate revenues that match the accelerating spending, especially in light of the fierce competition for computing infrastructure. These concerns reflect a shift in investors' perspectives on the tech sector, as the economic viability of artificial intelligence has become a significant factor in evaluating companies, alongside their innovative capabilities.

This shift places companies in a dual test, balancing the need to maintain their position in the race for advanced technologies while proving their ability to achieve sustainable profits, without allowing massive investments to become burdens that pressure cash flows and market confidence.