2024-04-17 14:05:00 ET
Summary
- Massive spending on supercharged computing is raising concerns about a return to the dot-com bubble of the late 1990s and early 2000s, when inflated technology share prices eventually imploded.
- While we understand the comparisons, we believe they’re largely unfounded.
- We need to travel back in time and understand what drove the dot-com bubble.
Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided. ...
Read the full article on Seeking Alpha
For further details see:
AI-Driven Spending Boom Is No Dot-Com Bust For Investors