Why Wall Street Analysts Say We’re Not in an AI Bubble… Yet

Michael Nagle / Bloomberg / Getty Images Recent AI deals have drawn comparisons to dubious arrangements that fueled the Dotcom bubble of the 1990s. Key Takeaways Recent deals from the likes of Nvidia and OpenAI have raised eyebrows on Wall Street and drawn comparisons to the vendor financing arrangements that fueled the Dotcom bubble of the late 1990s. Experts note these deals account for a relatively small share of AI investment, which, unlike during the Dotcom bubble, has mostly been funded by extrem ...