New Delhi, Nov. 12 -- The massive investment in artificial intelligence infrastructure is facing a reality check as concerns grow over whether technology companies will be able to generate sufficient returns from their spending, with the next 18 months emerging as a crucial period for the sector.

According to a Goldman Sachs report, the AI investment cycle continues to expand, with technology companies committing large amounts of capital to data centres, computing infrastructure and advanced chips.

However, questions are increasing over the ability of businesses to convert this spending into sustainable revenue and profits.

Chamath Palihapitiya, Founder and CEO of Social Capital, said the sustainability of the investment cycle will ult...