AI spending boom faces funding and power reality check: Jim Walker
Published on: Dec. 17, 2025, 2:32 p.m. | Source: The Economic Times
AI's ambitious spending faces a funding crunch, shifting from internal cash to debt, raising investor concerns. Experts highlight energy and skilled labour shortages as the real hurdles, not technology itself. This reality may redirect investment from US tech giants towards infrastructure, power sectors, and emerging markets like China and India, promising sustainable returns.
