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The AI Bubble That Isn’t There
The AI bubble doesn’t reflect reality. However, energy, economics and new infrastructure, not hype, are reshaping the cost and machinery of intelligence.
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fortune.com
The AI bubble may be showing up in an unexpected place: the shady forecasts of future electricity demand—and skyrocketing bills | Fortune
Joe Bowring of Monitoring Analytics says “Nobody has been looking carefully enough at the forecast to know what’s speculative, what’s double-counting."
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forbes.com
The AI Bubble That Isn’t There
The AI bubble doesn’t reflect reality. However, energy, economics and new infrastructure, not hype, are reshaping the cost and machinery of intelligence.
- ·
Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.