In the swirl of headlines about whether artificial intelligence (AI) is a market bubble ready to burst, the very question misses the point. To use a term from the '90s, there is "irrational exuberance ...
Is AI the future or the next bubble? That’s the question leaders in Europe, the US, and China are contemplating. Every few decades, a new debate sweeps through the business world: Is this the next big ...
AI-driven tech companies now invest 7–8% of U.S. GDP, surpassing past cycles like railroads (1857) and dot-com (2000). Big Tech’s capital intensity is rising, with CAPEX as a percentage of revenue ...