The Hiddn Financial Bubble in AI Infrastructure [pdf]
<a href="https://news.ycombinator.com/item?id=48927409">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
  submitted by   <a href="https://www.reddit.com/user/KeanuRave100"> /u/KeanuRave100 </a> <br /> <span><a
<!-- 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
  submitted by   <a href="https://www.reddit.com/user/talkingatoms"> /u/talkingatoms </a> <br /> <span><a
<!-- SC_OFF --><div class="md"><p><a
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
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