AI関連の支出への懸念から、日本の日経平均株価は2％超安で引け

Japan's Nikkei falls more than 2% on AI spending worries

Alphabet crashed 7% on heavy AI capex; Nikkei fell 2.69%, signaling investor doubts on infrastructure sustainability. IT managers face tighter budget scrutiny—capex-heavy AI strategies without proven ROI require stronger justification for foundation models and inference.