#ai-investment-bubble

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Business
fromFortune
5 days ago

'Big Short' investor Steve Eisman warns the U.S. economy is a 'tale of two cities' that 'is not even growing 50 basis points outside of AI' | Fortune

U.S. GDP growth heavily relies on AI infrastructure spending; excluding AI gains reveals near-zero real growth and widespread consumer financial stress.
Artificial intelligence
fromFortune
1 month ago

Is another 'AI winter' coming? Here's what past AI slumps can tell us about what the future might hold

A potential fourth AI winter could follow overhyped generative-AI valuations and failing projects, risking a major market correction and broad economic pain.
Artificial intelligence
fromIntelligencer
1 month ago

Suddenly, Silicon Valley Is Lowering AI Expectations

AI investment enthusiasm shows bubble-like excess, prompting leaders to warn of overheating, reposition companies, and urge moderation in superhuman-AGI messaging.
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