The Trillion-Dollar AI Gamble: Hype, Hope, or Hubris?

Sep 26, 2024 · However, if AI cannot reliably operate without human oversight for high-value tasks, the economics of the trillion-dollar investment become questionable. The industry may …

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The $1 Trillion AI Spending Spree: Is It Hype Or A Real Revolution?

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Oct 7, 2024 · The prospect of enormous efficiency and productivity gains is fuelling an AI ‘arms race’ as tech giants pump record sums into the hardware needed to develop and run their AI …

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AI Hype Is Not A Replay Of The Dotcom Bubble, But It’s A Remix

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Jul 11, 2024 · AI hype is not a replay of the dotcom bubble, ... They’ve spent $1.1 trillion on capex and R&D during the past 3 years (2022, 2023, 2024E). ... Goldman can only offer its clients a …

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Microsoft's Trillion-Dollar AI Gamble: How It Paid Off

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Jan 26, 2024 · Microsoft reached a global valuation of $3 trillion on January 24, becoming the second company in history to achieve this landmark.This remarkable ascent is primarily …

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FAQs about The Trillion-Dollar AI Gamble: Hype, Hope, or Hubris? Coupon?

Can AI really justify a trillion dollars of investment?

As Jim Covello, Goldman Sachs’s head of global equity research, told me, “If we’re going to justify a trillion or more dollars of investment, [AI] needs to solve complex problems and enable us to do things we haven’t been able to do before.” Today’s flagship AI models, he said, largely cannot. ...

Could AI add $15 trillion to the global economy?

Bernard Marr, mentioned at recent Forbes article that AI could add up to $15 trillion to the global economy, but recent earnings from Google and Tesla are not painting a promising picture. The real opportunity isn’t creating more AI capacity; it’s helping companies break through the barriers to effective implementation. ...

Is Ai bailing out the Smart Money?

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. Goldman Sachs last month made free-to-read a note on AI’s elusive productivity benefits and returns. It was written up in lots of places as a signal that the smart money was bailing out. Here’s tech blogger Ed Zitron: ...

Is the AI bubble about to burst?

That suggests the AI bubble may be at a tipping point – and could be about to burst. Meanwhile, utilities, which include water and gas companies, is the best-performing sector in the benchmark S&P 500 index this year, returning 27 per cent, just beating information technology and communications services. ...

How much money do AI companies need to break the financial gap?

David Cahn, a partner at Sequoia Capital, has put the financial gap differently: Some of the largest tech companies’ current spending on AI data centers will require roughly $600 billion of annual revenue to break even, of which they are currently about $500 billion short. ...

Will Goldman Goldman hype generative AI?

It will gladly hype anything if it thinks it’ll make a buck. [ . . . ] For Goldman to suddenly turn on the AI movement suggests that it’s extremely anxious about the future of generative AI, with almost everybody agreeing on one core point: that the longer this tech takes to make people money, the more money it’s going to need to make. ...