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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 giants are shifting to capital-intensive models, unlike the equity-funded dotcom era. This extensive infrastructure investment, coupled with "big market delusion" and overconfidence, risks widespread economic fallout if projections falter, potentially causing significant job displacement.
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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…
