Tag AI market risks

The Great New AI Bet: Billions in, but Returns Unclear

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The Scale of the Investment Surge Over the past few years, tech giants, cloud providers, governments, and AI startups have unleashed one of the largest capital deployments in modern history. The WSJ article highlights a striking example: in Ellendale, North…

Into the Vortex on New OpenAI’s Billion-Dollar Spiral

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The Atlantic piece describes OpenAI’s moment of paradox: now valued at some $500 billion as a private company, yet still bleeding cash. That valuation comes through fresh funding rounds, multi-billion-dollar commitments (e.g. from Nvidia, Oracle), and lucrative deals — even…

Are We Living Through the New AI Bubble Redux?

Stock market chart showing upward trend.

Twenty-five years ago, the dot-com bubble burst in spectacular fashion: overvalued internet companies with little revenue collapsed, wiping out trillions in market value. Today, we see parallels: vast AI infrastructure investments, sky-high valuations, speculative bets, and confidence that “this time…