Many of the leading artificial intelligence companies are stuck between a rock and a hard place when it comes to pleasing investors. On one hand, the market has punished stocks of the leading hyperscalers when they've announced massive capital spending plans. At the same time, the hyperscalers don't have much of a choice but to keep up with their peers in building out artificial intelligence compute capacity and spending heavily on its development. To forgo doing so would leave considerable amounts of money ...