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Broadcom and Intel CEOs question AI's return on investment

Original: The CEO's of Broadcom and Intel Say the Quiet Part Out Loud about AI and ROI

The chief executives of Broadcom and Intel have openly addressed concerns that massive AI spending is not yet delivering adequate returns, according to a commentary piece that has drawn wide attention. Their remarks add to a growing debate over whether corporate investment in AI infrastructure can justify the enormous capital being poured into chips and data centers.

Why now: Tech leaders publicly voicing doubts about AI profitability fuels debate about a possible investment bubble.

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