The AI Investment Boom: Opportunities and Risks

This chapter examines the rapid investment surge in artificial intelligence within the American economy, particularly in the tech and private equity sectors. It raises concerns about the sustainability of this growth, highlighting the influence of major players like NVIDIA on the chip supply chain and the associated energy demands of AI infrastructure. The discussion concludes with a critical look at the potential risks of overextension and skepticism about the long-term profitability of generative AI models.