Stephen Nellis

Stephen Nellis, a Reuters technology journalist specializing in AI and semiconductors, dives into the current AI investment boom. He discusses how companies are heavily investing in AI without yet seeing profits. Nellis highlights NVIDIA's dominance in providing chips that power AI, along with its major customers like OpenAI and Microsoft. He also explores the risks of an impending AI bubble and potential fallout, warning that both investors and pension funds might feel the impact if the boom turns to bust.