AIOU: what if the AI boom busts?
The Intelligence from The Economist
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The AI Investment Landscape
This chapter examines the profound effects of artificial intelligence on American life, particularly in investment through private equity and venture capital. It raises concerns about the sustainability of the AI boom, highlighted by NVIDIA's significant market position and the potential risks inherent in heavy financial commitments. The discussion also touches on supply chain dynamics and the power consumption challenges faced by the rapidly growing AI infrastructure.
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