Tuesday, 11 November, 2025
Rethinking the AI Bubble: Hype vs. Foundational Tech Investment
The discourse on the so-called AI Bubble suggests a more nuanced view than simply comparing it to the dot-com crash. While massive capital expenditures on AI infrastructure by giants like Nvidia and Microsoft create frothy valuations, these companies have substantial existing revenues and established products.
Read full story at TechCrunch