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A report examined how Alibaba and Amazon face similar questions from investors about how quickly their massive AI infrastructure spending will translate into actual cash returns, as both companies continue heavy capital expenditure on data centers and compute capacity. Separately, commentary on Nvidia's older-generation GPUs noted that they continue to generate rental income, a data point being used to assess return-on-investment questions facing AI cloud providers such as CoreWeave. Together, the reports reflect a broader shift in investor scrutiny toward the economics of AI infrastructure buildouts, as markets move from evaluating headline capex figures toward assessing the pace and durability of returns on that spending.