Reported about 1 month ago
Analyst Richard Windsor suggests that while the AI investment enthusiasm is showing signs of wobbling, he doesn't believe the bubble has burst yet. Following Nvidia's disappointing stock performance despite solid quarterly results, concerns are raised about Big Tech's heavy investment in AI without clear returns. Windsor highlights that signs of a potential downturn could emerge from falling valuations in private markets, indicating that firms like OpenAI may not meet growth expectations.
Source: YAHOO