The AI bubble is 17 times the size of the dot-com frenzy - and four times subprime, this analyst argues
By Steve Goldstein
Artificially low interest rates have stimulated investment into AI that has hit scaling limits, says research firm
It's not just a bubble but an epically sized one, an analyst argues.
For good reason, it feels that the only major discussion in markets is whether AI is in a bubble or whether it's actually the early innings of a revolutionary phrase.
So, here's another one, decidedly from the pessimistic camp. It's a take from independent research firm the MacroStrategy Partners...
Read more at morningstar.com