AI's $200B Capex Bet Faces Investor Reckoning Over Uncertain ROI

Hyperscalers have committed record infrastructure spend, but growing skepticism over monetization timelines, overcapacity risk, and margin pressure is triggering a post-hype reassessment reminiscent of dot-com overbuilding.

ndtv-profit-business · 7/7/2026, 4:20:29 PM · Ask about this →