Alphabet also confirmed their spending on AI infrastructure. I saw a video today where Nvidia and SandboxAQ are collaborating on quantitative AI the next thing. Hands in everything
It's difficult at this time to put a value on returns from AI. AI is, at this time more of research and/or aid in problem solving tool. As time goes on, it will produce more and more income from product innovations to developing new types of software. It already has current measurable income from certain industries. It does save time in going through scenarios and utilization in speech recognition software.