Tag: Economic Bubbles
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The AI market is not heading toward a single dramatic crash. It is splitting into two distinct economies. https://www.forbes.com/councils/forbestechcouncil/2026/03/04/the-ai-bubble-wont-burst-it-will-bifurcate/ more ›
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GenAI threatens to break a historical pattern, and we may not get a societal consolation prize as we have in the past. https://blog.citp.princeton.edu/2025/11/25/why-the-genai-infrastructure-boom-may-break-historical-patterns/ more ›
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Big Tech’s AI buildout is transforming markets. Drawing on the lessons of past capex booms, we offer a playbook for investors. https://www.sparklinecapital.com/post/surviving-the-ai-capex-boom more ›
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A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions. https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTg2OTU5MCwiZXhwIjoxNzYwNDc0MzkwLCJhcnRpY2xlSWQiOiJUM1MyOEFHUEZIT1cwMCIsImJjb25uZWN0SWQiOiIzQ0NEMzQ3OEVDNUU0NzY3QkZBRDYxRjM3MkU2QTAzOSJ9.cEVJf87K-3eSlM2FMfigLTFiRmSyR472oTC8RVHUxAQ&leadSource=uverify%20wall more ›
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Listen: https://ift.tt/r1VjZpo This year, American tech companies will spend $300 billion to $400 billion on artificial intelligence, which is in nominal dollars more than any group of companies have ever… more ›