Ai Bubble

Ed Yardeni believes that the AI bubble is deflating but not bursting. Bond investors are tightening their control over borrowers.

Ken Griffin claims that investors are almost definitely in an AI bubble, but notes that companies that overcome such bubbles often become market leaders.

Ray Dalio warns of bubble risks in artificial intelligence due to rising rates.

MIT warns of the need for hyperscalers to increase productivity by 2.7 times by 2030 to break even.