Bertie expects the AI bubble to burst after reading warnings on excessive investment, public opposition to data centres, and rising interest rates. His friend Vik argues that markets already repriced many AI stocks and that the bubble may deflate gradually, rather than collapse suddenly.
Bertie expects the AI bubble to burst after reading warnings on excessive investment, public opposition to data centres, and rising interest rates. His friend Vik argues that markets already repriced many AI stocks and that the bubble may deflate gradually, rather than collapse suddenly.
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