Artificial intelligence (AI) capital expenditures are approaching $1 trillion annually, which is driving massive opportunities for chipmakers. But investors are growing increasingly concerned about how sustainable this spending boom really is. Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) have been two major beneficiaries of the AI build-out spending spree, and both once again reported record results in their most recent quarters. That said, both could face a reality check if tech giants start cutting back on their AI investments. And one has more to lose. Image source: Getty Images.
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