AI Isn’t A Bubble – It’s A Scarcity Supercycle
Shortage – not saturation – is powering hyperscaler capex, compute demand, and earnings. The AI Trade: Shortage, Not…
Jeff Bezos agrees with OpenAI’s Sam Altman: We’re in an AI bubble. But Amazon’s founder says the benefits will be ‘gigantic’
Jeff Bezos joined Sam Altman in admitting the existence of an AI bubble—but Amazon’s founder sees upside. Recently,…
Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”
Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be…