---
title: AI Race To Return On Investment
description: "Only **Amazon** is expected to generate a positive return on its massive AI capex through 2030 — even under the most generous assumptions (zero costs).\n\nMicrosoft: -9.2% \nAlphabet: -15.7% \nMeta: -28.8% \nOracle: -35.6%\n\nThe AI arms race is getting expensive.\n\nSource: FT\nBraVoCycles Newsletter"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [AI Race To Return On Investment](https://blog.syzgroup.com/syz-the-moment/ai-race-to-return-on-investment)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | May 29, 2026, 1:17:23 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/ai-race-to-return-on-investment)

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