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Commodities and the AI Bubble « TSI Blog
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Commodities and the AI Bubble « TSI Blog
[This blog post is an excerpt from a recent commentary at www.speculative-investor.com] Based on their extreme valuations, AI-focussed equities are in a bubble and have been for a considerable time, but what about the investments in AI infrastructure such as datacentres, semiconductors, servers and the associated power supplies? Does the rapid rate of investing in AI-related hardware, software and buildings constitute a bubble? We suspect that i…
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