5 Reasons AI is a Bubble (And 5 It’s Not)
The AI Daily Brief: Artificial Intelligence News and Analysis
Underestimating Revenue and Future Growth Drivers
Nathaniel argues that analysts undercount AI shadow revenue, enterprise budgets, and upcoming embodied AI demand.
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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