The real question about the AI future
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CAMBRIDGE/LONDON – Is the artificial intelligence (AI) boom a bubble? No one can be sure. But one way to answer that question is to ask a more manageable (and more interesting) one: What kind of world economy would have to emerge for today’s market valuations to make sense? Consider the core group of firms at the center of the AI story: Nvidia, Alphabet, Apple, Microsoft, Meta, Broadcom, Tesla, OpenAI, Anthropic, SpaceX-xAI, and Amazon Web Services. Taken together, they embody a remarkable marke
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