The AI boom is not a bubble
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality
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Year in a word: AI bubble
The high priests of Silicon Valley and Wall Street are beginning to acknowledge the excesses of Big Tech valuations
How the bubble bursts
AI-fuelled market euphoria is a new telling of an old story that will not play out differently this time, writes John Plender —…
Open source could pop the AI bubble — and soon
Valuations rest on the incorrect assumption that frontier model creators have built massive, durable moats
Can we just have one day when no one mentions AI?
The gap between hype and reality is frustratingly wide and growing
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
European start-up valuations boom on investor frenzy
Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown