US EditionIs Nvidia Still a Safe Bet if the "AI Bubble" Deflates?
Paul Kedrosky argues AI investment is vital and not a typical bubble despite $2 trillion in data center spending fueled by debt and rapid asset depreciation risks.
8 Articles
8 Articles
Is Nvidia Still a Safe Bet if the "AI Bubble" Deflates?
Key PointsArtificial intelligence is a hot new technology that is likely to change the world forever.Wall Street is pushing AI stocks to the point where it looks like there's a bubble.The history of investment bubbles is long, and it should be troubling if you own AI darling Nvidia.10 stocks we like better than Nvidia › Investment bubbles have distinct phases, with the last one being the most painful. Indeed, the excitement can get so fevered th…
Fear is growing that the billion-dollar investment bubble is bursting into AI. However, there is a second AI bubble. It consists of what today's models generate – and could help the first one to burst.
These speculative phenomena cannot be taken for granted until they explode. If it does, it will cause tremendous damage.
When the AI bubble pops
Every tech company now seems to have their own AI: Google Gemini. OpenAI’s ChatGPT. MetaAI. Spending for AI is reaching record highs, powering a big boom for the stock market. Even the White House wants in on the fun. So are we in an AI bubble — an overblown investment period that’s bound to deflate? Yes, argues Paul Kedrosky, a partner with SK Ventures and a fellow at MIT’s Initiative on the Digital Economy. But not the bubble everyone thinks w…
A thread on r/wallstreetbets turned Jensen Huang (Nvidia) into a symbol of the million-dollar question: Is there a bubble in the AI? Between comments on the three real market tensions: extreme concentration in AI megacaps, (sometimes erroneous) reading of the sale of insiders shares and the fragility of “generational wealth”.
Is the “AI Bubble” a Ghost Story? Here’s What the Numbers Say...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Market 360, let’s look at the numbers and see which companies are proving the AI boom is built on substance – and which might be smoke and mirrors. We’ll also examine what my proprietary Stock Grader (subscription required) has to say about these names. Then, I’ll show you how to stay positioned for the next phase of the AI Revolution. The post Is the “AI Bubble” a Ghost S…
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