The Business Times
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Chris Buchbinder

THE WRITER IS AN EQUITY PORTFOLIO MANAGER AT CAPITAL GROUP

An enormous amount of spending on AI is necessary among Big Tech incumbents if they are to avoid being disrupted by the younger, upstart companies.

Are we in an AI investing bubble?

It is important to assess where we are along the path of AI adoption, investor enthusiasm and the very real possibility that there will be trouble ahead

An Amazon Web Services AI data centre in the US. As long as companies such as Amazon see AI spending as existential, they will continue to invest, and that will continue to fuel the boom in artificial intelligence, says the writer.

Are we in an AI bubble?

The perspective of an investor and former telecom analyst who witnessed the bursting of the tech bubble in the late 1990s

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