While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one analyst. 

While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one analyst. 

While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one analyst.