AI Demand Is Booming, but Who Is Actually Capturing the Profits?

Demand for AI continues to surge, but a critical question remains: Which companies will ultimately capture the biggest financial returns?
Daniel Newman, Liz Harrow, and other industry experts break down the issue following this week's earnings reports, examining how AI demand is translating into revenue, profits, and long-term business value.
As companies pour billions into AI infrastructure, investors are increasingly focused on who benefits most from the boom — and whether massive spending will deliver sustainable returns.