Tech leaders fill $1T AI bubble, insist it doesn't exist
Tech leaders, including HPE's Rami Rahim and AMD's Lisa Su, argue that the AI industry is not a bubble despite high investments and valuations. They highlight ongoing demand for AI products and infrastructure, noting a shift from model training to inference. While OpenAI's valuation raises concerns, Su emphasizes confidence in AI's growth potential. Rahim and Su dismiss comparisons to past tech bubbles, citing unique technological advancements and sustained demand.
The Register·