AI companies have already shoveled hundreds of billions of dollars into capital expenditures (capex) this year, and spending could surpass $1.3 trillion in 2027, according to S&P Global. The justification for the spending by many tech companies is that they are trying to position themselves as AI leaders, and by opening up their wallets, they hope to ensure they won't be left behind. But not every AI model, fancy new AI agent, or other AI-infused technology will generate substantial revenue, let alone make a profit. That's why investors are right to be skeptical of much of the AI spending happening right now. Not all of it is a waste, though. Some companies are already seeing a return on their investment, such as Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN). And both companies will likely benefit from the boom in AI cloud computing for years to come. Here's how.
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