The surge of enthusiasm surrounding artificial intelligence in today’s equity markets bears unmistakable similarities to the dot-com boom of 2000–2001. In both eras, investors became enthralled by a transformative technology that promised to reshape entire industries. In the late 1990s, the internet was expected to reinvent commerce, communication, and business models. Today, generative AI inspires […]
Címke: AI
Investment outlook
The AI craze and the dot-com bubble: echoes across two eras
Investment outlook
AI Capex- AI investment boom: overheated market or the dawn of a new infrastructure era
The artificial intelligence boom of recent years has been fueled by the data center investments of hyperscaler companies – Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corporation, and Oracle Corporation – and their latest earnings results have once again confirmed the accelerating pace of the AI race. Hyperscalers are the largest operators of IT […]