This chapter delves into the significant impact of artificial intelligence on American investment trends, spotlighting the rise of private equity and venture capital in the sector, particularly through companies like NVIDIA. It raises concerns about the sustainability of this growth, discussing the heavy reliance on chip makers and the potential bottlenecks in the supply chain due to soaring energy demands. As enthusiasm for AI technology peaks, the chapter warns that fluctuations in demand could jeopardize the profitability of current AI models, prompting scrutiny of major tech investments.

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