One signal

Google, Microsoft and Amazon face investor scrutiny over whether their AI spending can earn its keep as they report results this week, Hindustan Times says. The article, citing Yahoo Finance, also says some businesses are cutting AI costs by choosing cheaper models and slowing token use.

That gives the earnings debate a second side: it is not only about how much the technology companies spend, but whether customers will keep paying for the computing behind it. The article offers no figures for the reported cutbacks, so this is a warning sign, not a measure of how far demand has cooled.

Discuss: Should AI companies prioritise cheaper models to keep customers using their services, even if that puts pressure on margins?

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