The article discusses current concerns regarding potential overvaluation in the tech market, particularly related to AI companies, reminiscent of the dot-com bubble from 2000 to 2002. As significant investments flood into AI, with companies like Meta and Microsoft committing billions, there's skepticism about whether the projected growth and infrastructure needs will materialize. This potential overvaluation could lead to a market correction akin to the dot-com bust, which saw even successful companies suffer massive stock losses.
Instead of the prospects of internet companies in 2000, a drop in 2025 would be driven by an overvaluation of AI-based business.
Companies like Nvidia are developing specialized chips, such as its new ‘superchip,’ which can perform AI tasks with 25 times less energy while delivering 30 times better performance.
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