Analysts reduce the fears of the artificial intelligence bub

the artificial intelligence Mutation Sam Taman Help Chatgpt In late 2022 he began to make him unstable.

Strain companies that have more than just the stadium platform raises hundreds of millions. The assessments have become “crazy”. The capital chases the “nucleus of truth” at a heavy speed.

the Openai The CEO still believes that the long -term societal difficulty of artificial intelligence will outperform the butter, and he is ready to continue spending in seeking to achieve this goal.

He said at a modern dinner party with the correspondents: “Are we at a stage where investors as a whole are exaggerated about artificial intelligence? My opinion is yes.” “Is artificial intelligence the most important thing that happens in a very long time? My opinion is also yes.”

Repeat ‘bubble“Three times in 15 seconds, then half joked,” I’m sure someone will write some exciting address about it. I hope not to do it, but that is good. “

While Altman warned that the assessments are now out of control, he is ready to get rid of more infrastructure.

“You must expect Openai trillion dollars to build the data center in the very not far -not -far -not,” German said. “You should expect a group of economists screaming at their hands, saying:” This is very crazy, it is very reckless, “and we will be like,” You know what? Let’s do what we have. “

Openai is already looking after it Microsoft Azure cloud capacity, shop for more.

The company signed a deal with Google cloud In this spring, according to Altman, Openai is “out of demand at the expense of” what any hyperactivity can offer.

“You must expect us to take as much account as possible,” he added. “Our bet is that our request will continue to grow, and our training needs will continue, and we will spend more aggressive than any company spending ever before progressing, because we have this very deep faith with what we see.”

It is not only Openai. All megacapps try to keep up with.

In their latest profits, all the names of all technology have sparked guidelines for capital expenses to keep pace with the demand for artificial intelligence: Microsoft is now targeting $ 120 billion in the general general capital expenditures, Amazon Top 100 billion dollars, alphabet Its expectations were raised to 85 billion dollars, and Dead It raised the highest party of the Capex group to $ 72 billion.

Dan Evez of Wedbush said on Monday on “Belg Fell” from CNBC that the demand for Amnesty International’s infrastructure has grown by 30 % to 40 % in the past months, describing Capex’s increase in the moment of health verification of the sector.

Evis admitted that it was “some butter” in parts of the market, but said that the artificial intelligence revolution with autonomy began only to play and we are in the “second half of the nine games match.”

“The actual effect in the medium and long term is reduced,” he said.

Rob Row, who spoke on Monday on “Money MOVERS” in CNBC, has made the comparisons between Boom AI today and Bubble Dotcom.

“At that time, you had a lot of excessive situations. You don’t have many companies that have profits,” Row said. “Here you talk about companies that have very strong profits, a very strong cash flow, and it funds a lot of this growth through this cash flow. So in many respects, it’s a little different from that.”

He added that the current wave of artificial intelligence is driven by structural transformations in the global economy, especially the rapid growth of digital services, which now represents a large share of global exports. Also, unlike the Dotcom in the late 1990s, companies today finance their infrastructure spending with a strong cash flow rather than relying on debt.

However, concerns about the high temperature were rising.

Founder participating in Ali Baba Joe Tsey He referred to the disturbing signals in the artificial intelligence sector long before their CAPEX’s hyperactires were raised during the latest profits.

In March, he warned against the artificial intelligence bubble in the United States

Speaking at the Hong Kong World Investment Summit at Hong Kong, Tsai said he was amazed at the extent of the data center spending under discussion. Tsai wondered whether hundreds of billions of spending were necessary, and I know concern about companies that started building databases “on specifications”, without a clear request.

Altman, for his part, sees these courses as part of the natural rhythm of technological progress.

The Dotcom collision has eliminated dozens of companies, but it still appears on the modern Internet. It expects artificial intelligence to follow a similar path: a few prominent surveying operations, followed by a permanent transformation.

“I think some investors are likely to burn here, and this is absorbed. I don’t want to reduce it,” he said. “But in general, I think … the value created by the artificial intelligence of society will be enormous.”

He watches: Openai’s employees are said to sell $ 6 billion from stocks to SoftBank and other investors