#market-bubble-risk

[ follow ]
#ai-infrastructure #tensor-processing-unit #google-investment #market-concentration #generative-ai-capex
#ai-infrastructure
fromwww.bbc.com
2 days ago
Artificial intelligence

The contradiction at the heart of the trillion-dollar AI race

Google is investing billions in AI infrastructure like TPUs, viewing AI as transformative yet acknowledging the risk of a market bubble affecting all companies.
fromFortune
1 month ago
Artificial intelligence

Top analyst on concerns about Nvidia fueling an AI bubble: 'We've seen this movie before. It was called Enron, Tyco' | Fortune

U.S. equity rally is concentrated in AI infrastructure-driven gains among a handful of megacap stocks, creating vulnerability to a sharp market correction.
fromFortune
1 month ago
Artificial intelligence

Top analyst on concerns about Nvidia fueling an AI bubble: 'We've seen this movie before. It was called Enron, Tyco' | Fortune

more#ai-infrastructure
Business
fromFortune
1 month ago

Jerome Powell just rattled markets by calling stocks 'highly valued.' BofA finds 19 of 20 key metrics in the S&P 500 are 'statistically expensive' | Fortune

S&P 500 valuations are historically high across nearly all metrics, with several at record levels, raising concerns about a market bubble.
[ Load more ]