AI bubble

Search documents
We're in the beginning of an AI boom, says Defiance ETF's Sylvia Jablonski
Youtube· 2025-10-09 13:02
Let's talk more markets with Sylvia Dublonsky. Right now she is the CEO and chief investment officer of Defiance ETFs and Silia that's been a pretty constant theme for several months at this point that you know the high end is doing very well that consumers at the lower end of the economy are not. How does that play out in terms of one the economy and what that means for the markets.Secondly, yes, good morning Becky. Well, I think that overall consumer the consumer has res remained pretty resilient and cons ...
Morgan Stanley's Lisa Shalett Says Nvidia At the Center Of A Possible 'Cisco Moment' For AI In 24 Months: 'Not Going To Be Pretty'
Benzinga· 2025-10-09 11:07
Lisa Shalett, the chief investment officer at Morgan Stanley’s (NYSE:MS) wealth management business, has expressed her concerns about the current market boom, which she believes is heavily reliant on massive capital investments in generative artificial intelligence.AI Spending Surge Could Trigger Dotcom-Style RiskShalett, in an interview with Fortune this week, said the over reliance on generative AI capital expenditures was a potential risk to the market’s stability. She warned that if this narrative falte ...
X @Bloomberg
Bloomberg· 2025-10-09 09:05
A growing group of critics say we’re in an AI bubble. Is it true? If so, how would we know? https://t.co/lHZdjNtLcO ...
The AI Infrastructure Web: Who Does What and Why It Matters
Medium· 2025-10-08 23:24
Core Insights - The article discusses the intertwined ecosystem of key players in the AI infrastructure space, including NVIDIA, OpenAI, AMD, and Oracle, highlighting their roles and relationships in the current AI revolution [1][2]. Group 1: Company Roles - OpenAI serves as the AI model developer and central "demand anchor," requiring substantial compute power, data centers, and scale [3]. - NVIDIA provides GPUs and accelerators to OpenAI, invests in OpenAI-linked infrastructure, and benefits from guaranteed demand [3][4]. - AMD also supplies GPUs with large-scale deployment commitments, similar to NVIDIA [7]. - Oracle builds data center infrastructure and cloud hosting for OpenAI, including "Stargate" facilities and power contracts [7]. Group 2: Economic Implications - OpenAI's AI models drive significant demand for high-performance GPUs, creating a symbiotic relationship with NVIDIA and AMD [7]. - NVIDIA's potential $100 billion investment in OpenAI highlights a strategic focus on long-term demand rather than immediate revenue [7]. - Oracle's $300 billion commitment to data center construction and AI hosting indicates a comprehensive infrastructure approach beyond just GPU supply [7]. Group 3: Market Dynamics - The current AI landscape shows speculative traits, with NVIDIA's forward P/E ratio exceeding 40x, suggesting high investor expectations [9]. - The concentration of capital among a few firms creates a feedback loop that reinforces investment and valuation [9]. - Unlike the dot-com era, the AI buildout involves tangible infrastructure, such as chips and data centers, which retain value even during downturns [10]. Group 4: Risks and Signals - Potential risks include order cancellations, delayed deployments, and regulatory scrutiny, which could impact market confidence and valuations [6][13]. - A 50% order cancellation from OpenAI could lead to a 4-5% short-term earnings hit for NVIDIA and 2-3% for AMD, indicating market sensitivity to earnings misses [13]. - The narrative momentum surrounding AI could drive market performance, but a weakening narrative may lead to valuation corrections [10]. Group 5: Cooling Solutions in AI Infrastructure - Companies specializing in advanced cooling technologies for data centers are positioned to benefit from the expanding AI infrastructure [11]. - Vertiv Holdings Co provides thermal management solutions and has recently acquired Great Lakes Data Racks & Cabinets for $200 million to enhance its capabilities [12][14]. - Schneider Electric has bolstered its data center cooling portfolio by acquiring a 75% stake in Motivair Corp for $850 million [17].
Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’
Yahoo Finance· 2025-10-08 17:58
OpenAI CEO Sam Altman triggered a tech selloff in late August when he mentioned the word “bubble” in response to a reporter’s question. Two months—and several centibillion-dollar deal announcements later—Jeff Bezos was talking openly about markets being in some kind of an “industrial bubble,” while insisting that the explosion of investment in artificial intelligence infrastructure would be worth it in the future. Now the Bank of England is throwing around the B-word, albeit in the understated style typica ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-10-08 17:37
RT unusual_whales (@unusual_whales)Here is how the AI bubble is being created, per Bloomberg: https://t.co/rHlVKVpKgV ...
We're seeing lots of evidence of 'bubble-like behavior' in AI space, says GMO's Ben Inker
Youtube· 2025-10-08 15:55
We'll stick with the markets, bring in our next guest who's closely watching the risks around a potential AI bubble, bullish instead on opportunities across Europe and Japan. Joining us now is GMO co-head of asset allocation, Ben Inkler. You think there's a bubble happening in the US market, Ben.Uh, we're certainly seeing lots of evidence of bubble-like behavior in the AI space. We see the kind of circular uh revenue deals. we see a lot of very uh aggressive price behavior.So, I mean, is the whole thing a b ...
We're seeing lots of evidence of 'bubble-like behavior' in AI space, says GMO's Ben Inker
CNBC Television· 2025-10-08 15:55
We'll stick with the markets, bring in our next guest who's closely watching the risks around a potential AI bubble, bullish instead on opportunities across Europe and Japan. Joining us now is GMO co-head of asset allocation, Ben Inkler. You think there's a bubble happening in the US market, Ben.>> Uh, we're certainly seeing lots of evidence of bubble-like behavior in the AI space. We see the kind of circular uh revenue deals. we see a lot of very uh aggressive price behavior.So, I mean, is the whole thing ...
X @Bloomberg
Bloomberg· 2025-10-08 15:22
As interest rates come down, many investors will opt moving out of cash and into riskier assets. @edwardnh argues what they may not do is spend more, with these flows signaling the peak of the AI bubble. https://t.co/QXzrsZsZna ...
AI bubble concerns, plus investors flock to gold and bitcoin as US dollar comes under pressure
Yahoo Finance· 2025-10-08 15:10
[Applause] Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today. First up, US stock futures rebounding this morning after the major averages closed in the red, halting seven consecutive days of gains for the S&P 500. But the gold rally, it continues to power higher. Spot gold hitting $4,000 an ounce for the first time ever. Billionaire investor Ray Dalio says he sees gold as more of a safe haven than the dollar. He compared its re ...