The stock reaction seems to indicate a tipping point of sorts for this seemingly bottomless spending, which had previously been given the benefit of the doubt by investors. But no longer. They're growing exhausted by the eye-popping figures, and are rebelling against the lack of tangible results .The chart below shows the spike in spending in action. Updated for the most recent info shared during earnings season, these five companies are on pace to drop $350 billion of AI capex in 2025.The common thread: co ...