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Big Tech’s $725-billion AI binge is starting to pay off, report says

A report from Exponential View indicates that major tech companies' significant investments in AI infrastructure, including data centers, are beginning to pay off, with global AI sales exceeding depreciation costs for the second consecutive quarter. While the economics are holding, margins remain thin, with depreciation consuming over two-thirds of revenue. The report addresses the sustainability of hundreds of billions of dollars poured into chips and data centers to meet customer demand for AI.