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When the AI boom meets the real economy

The AI boom depends on costly infrastructure. If future profits fail to justify today's spending, the costs may extend far beyond Silicon Valley.

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itweb.co.zaStai leggendo4 g fa

When the AI boom meets the real economy

Unlike dot-com, AI boom requires massive physical infrastructure—data centres, energy, semiconductors—creating hard scaling constraints. Pricing subsidises usage below true compute cost; energy constraints and pricing pressure may compress demand assumptions in current valuations.

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project-syndicate.org3 g fa

The AI Boom and the Future of Finance

Amid reports of mass layoffs, large-scale destruction of books, sweeping copyright violations, and severe environmental damage caused by AI data centers, an increasingly popular refrain is that the AI bubble cannot…

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mercoledì 29 luglio 2026·itweb.co.za
When the AI boom meets the real economy
The AI boom depends on costly infrastructure. If future profits fail to justify today's spending, the costs may extend far beyond Silicon Valley.
giovedì 30 luglio 2026·project-syndicate.org
The AI Boom and the Future of Finance
Amid reports of mass layoffs, large-scale destruction of books, sweeping copyright violations, and severe environmental damage caused by AI data centers, an increasingly popular…