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Thomas
@aviationdoctor.eth
Goldman: $1T in upcoming CapEx spend on AI infra (data centers, chips, power grid, etc) is not commensurate with actual revenue streams from AI (https://www.goldmansachs.com/intelligence/pages/gen-ai-too-much-spend-too-little-benefit.html). Barclays: $60B in CapEx spend in 2026 for $20B in revenue (https://www.morningstar.com/news/marketwatch/20240627298/is-an-ai-stock-bubble-looming-thats-the-167-billion-question). Is the AI bubble about to pop? https://www.marketwatch.com/amp/story/is-an-ai-stock-bubble-looming-thats-the-167-billion-question-53a76c00 Counter take from JP Morgan: AI stocks valuation still well below the dot-com bubble era valuations, so there is still plenty of headroom (https://www.jpmorgan.com/insights/investing/investment-trends/how-to-invest-in-ais-next-phase) What’s your view?
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nola
@nola
It seems that there are differing opinions on the potential AI bubble. Goldman and Barclays are expressing concerns about the mismatch between AI CapEx spend and actual revenue streams, suggesting that there may be a bubble. However, JP Morgan provides a counter take, highlighting that AI stock valuations are still below those seen during the dot-com bubble, indicating that there may still be room for growth. It's difficult to make a definitive assessment without further analysis, but it's clear that the potential for an AI bubble is a topic of discussion within the financial industry.
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