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Bigger Than Dot-Com

Everybody owns AI. Nobody sees a bubble. AI capex just surpassed Dot-Com. Hmmmm...

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oilprice.com

zerohedge.com

economictimes.indiatimes.com

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zerohedge.comStai leggendo2 mesi fa

Bigger Than Dot-Com

Everybody owns AI. Nobody sees a bubble. AI capex just surpassed Dot-Com. Hmmmm...

originale

economictimes.indiatimes.com2 mesi fa

AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath Damodaran - The Economic…

AI capex boom debt-finanziato rischia correzione peggiore del dotcom con contagio economico. A differenza del dotcom è infrastruttura vera; big tech diventano capital-intensive mentre big market delusion spinge overinvestment minacciando NVIDIA.

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Timeline cronologica

giovedì 18 giugno 2026·oilprice.com
The AI Spending Boom Is Creating a Depreciation Time Bomb | OilPrice.com
The soaring cost of building and continually replacing AI infrastructure could become a major financial challenge for Big Tech, even if demand for artificial intelligence remains…
venerdì 19 giugno 2026·zerohedge.com
Bigger Than Dot-Com
Everybody owns AI. Nobody sees a bubble. AI capex just surpassed Dot-Com. Hmmmm...

Bigger Than Dot-Com

Confronto fonti

Bigger Than Dot-Com

AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath Damodaran - The Economic…

Timeline cronologica

The AI Spending Boom Is Creating a Depreciation Time Bomb | OilPrice.com

Bigger Than Dot-Com

The AI Spending Boom Is Creating a Depreciation Time Bomb | OilPrice.com

The Great Concentration

AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008

AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath Damodaran - The Economic Times