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Wall Street increasingly sees a path for Big Tech to monetize AI

The bullish view hinges on whether AI investments are tied to existing cloud or other infrastructure revenue streams.

Reported · Written up by our desk · Sectors

Investors are becoming more receptive to the idea that Big Techs heavy spending on artificial intelligence can be justified, according to the WSJ Markets.

The key condition, the outlet says, is that the spending can translate into monetization through a related business line, particularly cloud computing.

In that framework, AI spend is not only treated as a cost center, but as an input that can strengthen ongoing demand for cloud or infrastructure services, supporting the broader investment thesis.

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