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AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008
Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com crash. Unlike the internet boom's light assets, AI's reliance on physical hardware and leverage could trigger wider economic fallout if growth falters. India, investing heavily in AI, faces potential impacts on foreign investment and job markets, urging a focus on sustainable models.
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benzinga.com
Goldman Sachs Warns Big Tech's $770 Billion AI Spending Frenzy Could Backfire— Here's Why - Amazon.com (N
Goldman Sachs warns Amazon and Microsoft face ROE pressure as massive AI spending triggers rising depreciation expenses.
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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…
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economictimes.indiatimes.com
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008
Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com crash. Unlike the internet boom's light…
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the-decoder.com
NYU finance professor Damodaran warns an AI crash could hit harder than the dot-com bust
NYU finance professor Aswath Damodaran believes a potential AI crash would be more painful than the bursting of the dot-com bubble because the industry is building massive amounts…
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AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath Damodaran - The Economic Times
Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downturn than the dotcom crash. He notes tech…
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zerohedge.com
Is The AI Spending Boom Creating A Depreciation Time Bomb?
Rapid technological change may shorten the economic life of AI servers and GPUs, increasing depreciation and replacement costs...