5 Reasons AI is a Bubble (And 5 It’s Not)
The AI Daily Brief: Artificial Intelligence News and Analysis
Exploding Demand for Inference and Tokens
Nathaniel cites token and inference growth from OpenAI and Google to argue that demand for AI compute is real and rising.
Today’s episode digs into a question that has been with us since ChatGPT launched: is AI a boom or a bubble? The conversation has surged this week after deals between OpenAI and AMD and Nvidia and xAI, as well as reports around the thinness of Oracle's margins. NLW breaks down five arguments on each side — from circular investments and overbuilt data centers to explosive real revenues and unprecedented demand. The discussion reveals how investor psychology, corporate strategy, and market timing are shaping the next phase of the AI economy.Brought to you by:
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