aiqbench analysis

The sell-off is driven less by any single AI product than by investor doubt about whether hundreds of billions in AI infrastructure spending will generate enough return. Intel's guidance miss and the heavy free-cash-flow burn at Alphabet and Amazon show how capital intensity is now being priced into the largest tech stocks. For AI readers, the useful signal is that market tolerance for AI capex is becoming conditional on visible profit, not just on the promise of demand.