What the Dot-Com Bust Can Tell Us About Today’s AI Boom
Carlota Perez, author of “Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages.”
https://www.bokus.com/bok/9781843763314/technological-revolutions-and-financial-capital/
AI innovators are making their own gargantuan capital investments, primarily in specialized semiconductors known as graphics processing units, or GPUs, made by Nvidia.
Today Nvidia is among the most valuable companies in the world, with a market capitalization of $2.7 trillion.
The question is whether those investments will lead to productivity advances that power the economy, or elements of a good bubble.
Wall Street Journal 10 March 2025
https://www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
Tillbaka till Rolfs länktips 10 mars 2025
https://englundmacro.blogspot.com/2025/03/rolfs-lanktips-10-mars-2025.html
Kommentarer