AI Industry: Not a Bubble, But a Super Cycle
Update: 2025-11-27
Description
Nvidias recent earnings report, coupled with the AI industrys growth, challenges the notion of an AI bubble. Unlike the dot-com era, AI companies often have clear revenue paths. The AI revolution is still in its infancy, with rapid advancements creating new uses and markets. Despite a potential hype cycle, many experts see a super cycle of innovation and investment that could significantly impact the global economy.
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