The real AI bubble is dangerously hidden
• Big tech "hyper-scalers," including companies like Amazon, are aggressively investing in AI and machine learning to keep pace with rapid technological developments. • There is a growing gap between the high expectations for AI and the actual reality of its current utility, creating a "dangerously hidden" bubble. • While short-term spending remains stable because buyers are locked in and funded via bonds, this instability poses a long-term risk to both tech giants and their suppliers.
telegraph.co.uk