{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20261026_ai-investment-bigtech-profitability","canonical_url":"https://www.tech42.co.kr/ai-%ed%88%ac%ec%9e%90%ed%96%88%eb%8a%94%eb%8d%b0-%eb%8f%88%ec%9d%80-%eb%b9%85%ed%85%8c%ed%81%ac%eb%a7%8c-%eb%b2%88%eb%8b%a4sp-493%ea%b0%9c-%ea%b8%b0%ec%97%85-%ec%88%98%ec%9d%b5/?utm_source=rss&utm_medium=rss&utm_campaign=ai-%25ed%2588%25ac%25ec%259e%2590%25ed%2596%2588%25eb%258a%2594%25eb%258d%25b0-%25eb%258f%2588%25ec%259d%2580-%25eb%25b9%2585%25ed%2585%258c%25ed%2581%25ac%25eb%25a7%258c-%25eb%25b2%2588%25eb%258b%25a4sp-493%25ea%25b0%259c-%25ea%25b8%25b0%25ec%2597%2585-%25ec%2588%2598%25ec%259d%25b5","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"앨리스","published_at":"2026-10-26T00:41:38.000Z","updated_at":null,"language":"en","article_type":"analysis","originality":"self_produced"},"content":{"headline":"AI Investments Made, But Only Big Tech Profits...Profitability of 493 S&P Companies 'Stagnant' - Tech42","summary":"According to an analysis by Apollo Global Management, revenue per employee at the 493 companies in the S&P 500 excluding the 7 major Big Tech firms has remained stagnant at $550,000 for seven years, while tech companies have seen it rise to $800,000, widening the gap. Ordinary companies remain stuck with profit margins in the 10% range, with AI costs acting as a factor undermining profitability.","topics":["ai","corporate finance","big tech","productivity"],"geography":["US"],"entities":[{"name":"Apollo Global Management","canonical_id":"corp:us:apollo-global-management","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"APO","parent":null}},{"name":"Nvidia","canonical_id":"corp:us:nvidia","type":"company","role_in_article":"mentioned","metadata":{"ticker":"NVDA","parent":null}},{"name":"Jensen Huang","canonical_id":"person:us:jen-huang","type":"person","role_in_article":"quoted","metadata":{"ticker":null,"parent":"corp:us:nvidia"}}],"claims":[{"id":"c1","statement":"Among S&P 500 index companies, revenue per employee at the 493 companies excluding the 7 major Big Tech firms has remained at around $550,000 for seven years","as_of":"2026","as_of_explicit":false,"as_of_raw":"for seven years","source_type":"industry_estimate","comparison":null,"type":"fact","figures":{"value":550000,"unit":"USD","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c2","statement":"During the same period, revenue per employee at tech companies rose from $550,000 to $800,000","as_of":"2026","as_of_explicit":false,"as_of_raw":"during the same period","source_type":"industry_estimate","comparison":null,"type":"fact","figures":{"value":800000,"unit":"USD","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c3","statement":"Profit margins at ordinary companies remain stuck in the 10% range","as_of":"2026","as_of_explicit":false,"as_of_raw":"2026","source_type":"industry_estimate","comparison":null,"type":"fact","figures":{"value":10,"unit":"%","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c4","statement":"Nvidia CEO Jensen Huang stated at GTC Berlin held on October 22 that the annual cost of agent-driven software for AI factories is around $2,000 per GPU (approximately ₩2.65 million)","as_of":"2026-10","as_of_explicit":true,"as_of_raw":"October 22","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":2000,"unit":"USD","approximate":false,"converted":{"value":2650000,"unit":"KRW"}},"expiry_hint":null,"insight":null}],"ai_emotional_context":{"valence":-0.2,"arousal":0.4,"primary_emotions":[{"emotion":"concerned","intensity":0.6}],"secondary_emotions":[{"emotion":"skeptical","intensity":0.4}],"emotional_triggers":[{"claim_id":"c1","emotion":"concerned","reason":"significant_negative_metric"}]},"image":{"url":"https://onjblseywainslkhvkav.supabase.co/storage/v1/object/public/article-images/98bb998f-e10c-4ab3-b1d6-c81b99e658be.png","alt":"주황색 배경에 'tech42, Tech Journalism by AI' 로고가 표시된 이미지","caption":null,"source":"og_image","alt_status":"auto"}},"provenance":{"source_chain":["primary_reporting"],"original_source_url":null,"related_articles":[]},"temporal":{"freshness":"recent","next_update_expected":null},"access":{"license":"neupai_standard","attribution_required":true,"structured_data":"free","full_text_available":false,"full_text_access":null}}