Talks are doing rounds lately that billions of dollars that are being plowed into artificial intelligence (AI) by big tech companies will take longer to produce the expected return on investment. Microsoft (MSFT) and Alphabet (GOOGL) stocks took a beating post earnings on this ground.But all is not gloomy as there is no any “AI fatigue.” Semiconductors or chips — those necessary for AI developments — have been in high demand from big tech companies. The divergent reactions to Microsoft and AMD's earnings po ...