💻 Technology 2d ago · Dave Vellante

Forecasting the AI bubble: When scarcity turns to surplus

SiliconANGLE
SiliconANGLE tech
View Channel →
Forecasting the AI bubble: When scarcity turns to surplus
Source ↗ 👁 0 💬 0
Artificial intelligence can be technologically transformative and still produce a capital bubble. Those two ideas are not in conflict. The bubble bursting does not require AI to fail. It only requires deployable supply and capital commitments to grow faster than monetizable demand. When productive, revenue-producing AI capacity takes longer to materialize, pricing will normalize and […]
The post Forecasting the AI bubble: When scarcity turns to surplus appeared first on SiliconANGLE.

Comments (0)

Sign in to join the discussion

More Like This

I finally switched Linux desktops, and COSMIC is the one to blame
XDA · 5h ago
This 200W USB 8-port charging station is ready to take over your home
XDA · 5h ago
Rackspace beats expectations but its losses pile up amid aggressive AI pivot
SiliconANGLE · 5h ago
Verizon's latest outage saw mobile and internet services disrupted in Southern California
GSMArena.com - Latest articles · 5h ago
DEF CON hackers launch Water Watch Center to defend small water utilities
SiliconANGLE · 5h ago
Intel to launch $15B stock sale amid AI boom, advanced packaging demand
SiliconANGLE · 6h ago