بين الحماس التكنولوجي والقلق الاقتصادي
يشهد العالم منذ عام 2023 طفرة غير مسبوقة في مجال الذكاء الاصطناعي التوليدي، الذي غيّر مشهد الاقتصاد الرقمي وأعاد تشكيل استراتيجيات الاستثمار العالمية. ‫فمن ChatGPT إلى‬ سباق شركات التكنولوجيا العملاقة مثل إنفيديا ومايكروسوفت وأوبن إيه آي وميتا وغوغل، تتدفق المليارات في هذا القطاع بوتيرة مذهلة.
لكن خلف هذا الزخم، ترتفع الأصوات المحذرة من تضخم استثماري قد يشبه فقاعة الإنترنت (Dot-com ‪Bubble) التي‬ هزّت الأسواق مطلع الألفية، وسط مخاوف من أن القيم السوقية الحالية لا تعكس الأداء المالي الحقيقي.

#ai_bubble

https://tinyurl.com/5bw8ydty

"The Al Bubble Is A Lot Worse Than You Think"—Andrei Jikh >

https://youtu.be/-cdJQ8UyVLA?si=wadhhgBT0ESRwpJ_

#circular_funding #AI_bubble #Bail_outs #AI_hype #financial_crisis #stocks #finance #passive_investing NVDIA #Palantir #Open_AI #losses #economy #investing #finance #financial_market #market_economy #crash #economical_insight #video

"Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy more GPUs - all to cover up the lack of demand for generative AI compute."—Better Offline

The Case Against Generative AI (Part 2) >

https://omny.fm/shows/better-offline/the-case-against-generative-ai-part-2

#podcast #NVIDIA #GPU #lack_of_demand #AI_bubble #AI_hype #generative_AI #debts

“Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building by companies like NVIDIA and OpenAI.”—Better Offline

The Case Against Generative AI (Part 1) >

https://omny.fm/shows/better-offline/the-case-against-generative-ai-part-1

#podcast #AI #labor #AI_hype #AI_bubble

Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison/
#ycombinator #vendor_financing #Nvidia #Lucent #AI_bubble #circular_financing #GPU_backed_debt #telecom_crash #customer_concentration #cash_flow_analysis #SPV_financing #depreciation_schedules

"Even an AI evangelist such as Salesforce, which slashed thousands of customer support roles in the name of the technology, has produced figures showing that LLM agents aren't great at customer confidentiality or multi-step tasks."—Richard Speed

AI agent hypefest crashing up against cautious leaders >

https://www.theregister.com/2025/10/01/gartner_ai_agents/

#AIagents #hype #hypefest #reliability #security #skills #AI_bubble

IT BEGINS 🫧💥 …?
https://mastodon.social/@fromjason/115067646625547469
#ai #ai_bubble

#VPRO #tegenlicht https://www.youtube.com/watch?v=bKsZWAHFNYU

Niet meer op tv, maar nog wel de moeite waard

#AI #bubble #ai_bubble

The #AI_bubble in full hype mode.

Information-rich article in the FT. Some revenue coming in, and investors get all wild and are willing to swallow the unfathomable capital demands. It seems to me that much of the revenue comes from the increased demand for cloud services, itself driven by AI demand. A product providing its own demand: a sure sign of a bubble.

AI-based infrastructure spending by the major players is $350 billion this year alone, another $400 next year. Those figures are beyond comprehension.

Heaven help us. I want this bubble to burst, and burst it will. But there will be repercussions when it happens. It won't be pretty.

[Sorry, paywall]

https://www.ft.com/content/6da2e1fd-f606-4e82-ad74-acecfceeac4e

#noAI #bubbles #everybubbleburstseventually

AI bubble burst, hopefully coming soon. To be fair, "AI" (quotes because there is nothing artificial or intelligent about it, unless you think Markov chains are intelligent) code generation works for the most basic sort of routines. For most programmers this is but an incremental step above boiler plate code and with hallucinations or anything more complicated, all of us who do this for a living know; we are doing it ourselves. That leaves a few real use cases, low hanging fruit for non-important routines, rapid prototyping and chat bots. Where would "AI" be most useful? For those who need basic routines or functionality. Turns out, everyone can get something halfway working and in a very broken state but "looks usable" until it's time to actually put something into production. The only difference with this bubble is that it'll require full rewrites. Guess that could be a good thing though... #ai #ai_bubble #programming #code #opensource

https://pivot-to-ai.com/2025/05/13/if-ai-is-so-good-at-coding-where-are-the-open-source-contributions/