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04-08-2024, 05:10 PM
The REAL background is the growing concern the AI-surge balloon may have popped not unlike the NasDaq Dot-Com burst of after 2000.
End of the Day - AI can only do so much IF you can dominate the market...
Nvidia dropped almost 2 per cent, with the dominant seller of AI processors down over 20 per cent from its record high close on June 18. Heightened worries about a recession, along with quarterly reports from Amazon and Alphabet that failed to impress Wall Street, have fueled doubts about the future pace of investment in AI, said Ross Mayfield, an investment strategy analyst at Baird. "There's a broader question of whether this AI capex can continue basically vertical or exponential growth, especially if the macro backdrop is softening..."
End of the Day - AI can only do so much IF you can dominate the market...
Nvidia dropped almost 2 per cent, with the dominant seller of AI processors down over 20 per cent from its record high close on June 18. Heightened worries about a recession, along with quarterly reports from Amazon and Alphabet that failed to impress Wall Street, have fueled doubts about the future pace of investment in AI, said Ross Mayfield, an investment strategy analyst at Baird. "There's a broader question of whether this AI capex can continue basically vertical or exponential growth, especially if the macro backdrop is softening..."
You've got friendly neighbours? Grow Up! - 李光耀 2013
