Speculative Growth and the AI "Bubble" [pdf]

<a href="https://news.ycombinator.com/item?id=47997403">Comments</a>

<!-- SC_OFF --><div class="md"><p>I've been sitting with this question for a while — is the AI investment boom actually a bubble, and if so how does it compare to what happened in

<!-- SC_OFF --><div class="md"><p><a href="https://www.youtube.com/watch?v=kZTD6C9uxdo&amp;t=40s">https://www.youtube.com/watch?v=kZTD6C9uxdo&amp;t=40s</a></p> <p>Now to time the

<!-- SC_OFF --><div class="md"><p>I give it a year or two.</p> <p>Building out data centres and locking in multi year energy contracts takes time, so committed capital will keep

<!-- SC_OFF --><div class="md"><p>For about a year now, I've been hearing that AI is a bubble that’s going to burst sooner or later. It honestly seems like that's 100% true, since

arXiv:2609.05894v1 Announce Type: new Abstract: The exponentiation of Artificial intelligence (AI) in the recent past has entered a transformative era that has been driven by the