5 Reasons AI is a Bubble (And 5 It’s Not)
The AI Daily Brief: Artificial Intelligence News and Analysis
GPU Lifetimes and Accounting Reduce Overbuild Fears
Nathaniel uses Oracle's ability to profit from older GPUs to argue that longer useful lives mitigate rapid depreciation worries.
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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