KI zwischen Innovationswelle und Realitätstest
TEST
In this episode of TEST, we delve into the driving forces and risks within today's markets, particularly focusing on the booming AI sector. With global investments in AI projected to reach approximately $1.5 trillion, we unpack the valuations of market giants like OpenAI and NVIDIA, and the concerns of industry leaders about a potential bubble. We analyze the circular dependencies created by massive capital flows among tech companies and their implications for market stability. Drawing historical parallels to the Dotcom bubble, we explore the systemic risks and the future landscape of data center capacity. Join me as we navigate these crucial insights and assess what they mean for the evolving tech market.