Investors are closely watching the artificial intelligence trade amid mounting concerns over massive spending on AI infrastructure, the sustainability of growth and whether companies can generate sufficient returns on their investments. The debate over whether these investments will pay off has intensified as major technology companies pour billions into data centers. Microsoft is among the companies facing pressure to demonstrate returns on its AI investments, as we discussed in our recent detailed analysis. CNBC's Jim Cramer remains bullish on the long-term potential of AI but has warned that the industry is losing public confidence as questions grow over its impact on jobs, electricity costs and society.
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