--- title: "No AI bubble here: VanEck highlights real cash-flow backing expansion" description: "VanEck has dismissed fears of an AI bubble, stating that the current AI expansion is fundamentally different from the dot-com era. The firm emphasizes that today's growth is backed by real profits and" type: "news" locale: "en" url: "https://longbridge.com/en/news/261477264.md" published_at: "2025-10-16T15:14:11.000Z" --- # No AI bubble here: VanEck highlights real cash-flow backing expansion > VanEck has dismissed fears of an AI bubble, stating that the current AI expansion is fundamentally different from the dot-com era. The firm emphasizes that today's growth is backed by real profits and significant infrastructure investments from profitable tech companies, unlike the speculative nature of the late 1990s. Major firms like Amazon, Microsoft, Alphabet, and Meta are committing substantial capital expenditures towards AI and cloud computing, indicating strategic financial decisions rather than speculative risks. VanEck dismissed concerns about an artificial intelligence (AI) bubble, emphasizing that the current surge in AI adoption is fundamentally different from the speculative frenzy of the late 1990s dot-com era. According to the exchange traded fund provider, today’s AI expansion is underpinned by tangible profits and significant infrastructure commitm... ### Related Stocks - [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md) - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [GOOG.US - Alphabet - C](https://longbridge.com/en/quote/GOOG.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 美股七雄變「雙熊」Meta 危危乎 亞馬遜創 20 年最長跌浪 關注股神會否再沽蘋果 | 美股七雄近期表現疲弱,部分已陷入熊市,亞馬遜創下 20 年來最長跌浪。市場對大型科技公司的資本開支及盈利能力產生質疑,尤其是亞馬遜的高額投資可能導致負自由現金流。分析指出,亞馬遜需展現投資回報以消除投資者憂慮。微軟雲業務預計在三年內超過 A | [Link](https://longbridge.com/en/news/276001219.md) | | 馬斯克旗下 Grok 美國市佔升至近 18% 未受傳播色情內容影響 | 馬斯克旗下的 AI 聊天機器人 Grok 在美國的市場份額已升至近 18%,成為第三大聊天機器人,僅次於 ChatGPT 和 Google Gemini。儘管 Grok 捲入生成色情內容的爭議,但其使用率未受影響。分析師認為,社交媒體平台 | [Link](https://longbridge.com/en/news/275965405.md) | | 【新股 IPO】【認購情況】【不斷更新】人工智能 (AI) 公司海致科技 (2706) 錄得 1509.84 億元孖展,超購逾 1934 倍 | 人工智慧公司海致科技於 2 月 5 日至 10 日進行招股,截至 9 日累計錄得 1509.84 億元孖展認購,超購逾 1934 倍。公司計劃發行 2803 萬股 H 股,招股價介乎 25.6 元至 28 元,集資最多 7.8 億元,預計於 | [Link](https://longbridge.com/en/news/275394225.md) | | 在 Meta 大規模的 AI 支出預測下,接下來會發生什麼? | Meta Platforms (META) 在強勁的第四季度財報後股價上漲,但隨後有所回落。投資者對預計在 2026 年達到 1350 億美元的資本支出感到擔憂,這幾乎是人工智能支出的兩倍。分析師們意見不一;一些人看好 Meta 龐大的用户 | [Link](https://longbridge.com/en/news/275985012.md) | | 俄羅斯已將 WhatsApp 從其官方互聯網目錄中移除 | 俄羅斯已正式將 WhatsApp 從其互聯網註冊中移除,實際上禁止了該應用程序對其超過 1 億用户的使用。這一舉措是在過去幾個月中,該應用程序功能逐漸惡化的背景下采取的。除了 WhatsApp,Facebook 和 Instagram 也被 | [Link](https://longbridge.com/en/news/275699546.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.