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    Amazon and Google are profitable the AI capex race — however what is the prize?

    Naveed AhmadBy Naveed Ahmad06/02/2026Updated:06/02/2026No Comments3 Mins Read
    GettyImages 2215577882

    **The AI Arms Race: Is it Worth the Cost?**

    I’ve been glued to my screen, scrolling through the latest earnings reports, and I’m left with more questions than answers. It seems like every major tech company is throwing hundreds of billions of dollars into artificial intelligence (AI) infrastructure, and I’m starting to wonder if anyone’s asking the real question: is it worth it?

    Amazon’s stunning $200 billion capital expenditure announcement sent their stock price plummeting, while Google’s similar announcement received a lackluster response from investors. Meanwhile, companies like Meta and Oracle are taking a more measured approach, investing significantly less in AI infrastructure. Are they being cautious and smart, or do they risk being left behind in the dust?

    As a tech enthusiast, I love the idea of innovative solutions and cutting-edge tech, but investors are getting impatient. They want to know: what’s the payoff? Is AI really the key to unlocking the future of computing, or is it just a way to boost the bottom line?

    I’m not convinced that the hype around AI is worth the massive investments being made. Tech companies need to do a better job of convincing investors that their AI ambitions will eventually pay off. But what if they don’t? What if the returns never materialize? That’s the question keeping me up at night.

    I’m not alone in my skepticism. The tech industry has a history of getting caught up in the excitement of new tech, only to eventually realize that the returns don’t live up to the hype. Is the AI arms race worth sacrificing the bottom line? I’m not sure. Maybe I’m just a cynic, but I think it’s time for the tech industry to take a hard look at its priorities.

    So, what do you think? Is the AI arms race worth the cost? Share your thoughts in the comments below.

    **Some of the points you might want to consider:**

    * Is AI really the key to unlocking the future of computing, or is it just a means to an end?
    * Are tech companies being smart by investing in AI, or are they just throwing good money after bad?
    * What are the real returns on investment for AI infrastructure, and are they worth the cost?
    * Will the companies that invest heavily in AI be the ones to lead the pack, or will they struggle to keep up with the competition?

    Let’s get the conversation started!

    Naveed Ahmad

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