November 25th. According to Futurism, the market is right AI InvestingFoam concerns are growing。
Economist David McWilliams notes that businesses are now investing trillions of dollars in construction worldwide AI Data centres, but these hardware are rapidly ageingHe described it as "digital lettuce" and stressed that "you are investing in a corrupt commodity."。
ACCORDING TO REPORTS, YOUNG WEIDAR GPU IS IN GREAT DEMAND IN THE AL BOOM, BUT ECONOMISTS WARN THAT ITS LIFE CYCLE IS VERY SHORT, "IF YOU BUY THE GPU TODAY, NEXT YEAR WILL BE OUT OF DATE."。
MACWILLIAMS BELIEVES THAT THIS MODEL IS A "CRASH FORMULA" AND PREDICTS THAT THE AI DEAL "MUST CRASH." HE ALSO NOTED THAT THE AI INDUSTRY HAD NOT CREATED NEW JOBS。
In addition, Michael Burry, an investor who had been successful in emptying the United States real estate market in 2008, wrote on November 10, criticizing AI for exaggerating profits by extending the depreciation cycle of hardware. He predicted that by 2028, Oracle's profitability would be overestimated by 26.9%, Meta by 20.8%。
By citing the point of Ameriprise Financial Services, a leading market strategist, Anthony Zaglimbenet, Bloomberg argued that the continuous upgrading of servers, network equipment and chips by enterprises was not a new phenomenon, but had strained investors at the current scale。
ACCORDING TO ANALYSTS, THE RAPID EXPANSION OF THE AI DATA CENTRE COULD POSE SERIOUS FINANCIAL RISKS. WHILE SOME EXPERTS BELIEVED THAT THE UNITED STATES ECONOMY COULD WITHSTAND THE BURST OF THE AI BUBBLE, THERE WERE VOICES WARNING THAT THE PROCESS COULD TRIGGER A FINANCIAL MARKET CHAIN REACTION。