Tech giants' AI boom faces a rising cash-flow test

China Global Television Network (CGTN) - Oct 3, 2026

The fiscal 2026 earnings cycle has underscored the extraordinary momentum behind the AI boom, with tech giants posting record revenues while their shares have also rallied. But beneath the headline numbers, a new test is emerging: how long can AI-driven cash generation keep pace with the massive investment required to expand computing capacity?

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