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As AI spending soars, can China’s tech giants deliver long-term profits?

Chinese tech giants and frontier AI labs are locked in a parallel race, escalating capital expenditure to match US and domestic rivals.

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As AI spending soars, can China’s tech giants deliver long-term profits?

Meta's 8% stock drop and Alphabet's negative free cash flow highlight investor concern: AI spending is outpacing profit growth. The race now pivots to capital efficiency—forcing CxOs to demand measurable ROI on AI infrastructure instead of model performance.

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theage.com.au1 g fa

Scared by tech’s debt deluge, investors are questioning the AI boom

Google's capex reached $45B/quarter with $195-205B forecast; Semiconductor Index dropped 25% amid circular financing and Chinese cost competition. Capex allocation pressured by GPU cost spike and Chinese open-source models undermining foundation model ROI.

As AI spending soars, can China’s tech giants deliver long-term profits?

Scared by tech’s debt deluge, investors are questioning the AI boom

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Scared by tech’s debt deluge, investors are questioning the AI boom

As AI spending soars, can China’s tech giants deliver long-term profits?