AI’s double bubble trouble
There is a distinction between good investment and bad speculation — the likelihood is we are experiencing both
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AI has a cargo cult problem
Spending vast sums and inflating an investment bubble is no guarantee of unleashing technological magic
Big tech’s big gamble
How much AI is the market willing to finance?
Measuring risk in the AI financing boom
A shift towards debt raises the potential fallout from the data centre spending spree
Bubble-talk is breaking out everywhere
But more optimistic investors continue to bank on the cavalry arriving if things get really dicey
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
AI bubble: don’t throw the baby out with the bathwater
Watch individual stocks and sell if they are too aggressively valued