The business of AI is facing four harsh realities

Investors were confronted this past week with four difficult realities that may fundamentally change the way they think about AI the business vs. AI the technology:💰 AI is too expensive, say CEOs and even Microsoft itself.🗑️ It's not paying off nearly as much as companies expected, per a new Bain study. ⛅️ Infrastructure demand is strong — but not as strong as the most optimistic wanted, as Broadcom showed with its "weak" forecast. 🏦 Financing that infrastructure is going to be more expensive...