AI capex spend and AI-driven revenue

I recently found out about Ed Zitron and read his article "Am I meant to be impressed?" that was deep dive into the problems with AI surrounding the 5 hyperscalers. That got me thinking if there would ever be a point of 'No Return' where the 5 AI hyperscalers spend so much capex on AI that eventually becoming profitable from AI-driven revenue becomes mathematically impossible. Google Gemini says yes there is and this point will occur sometime between late 2026 and 2028. The numbers that Gemini u