Deutsche Bank notes that the needle is dangerous to the artificial intelligence bubble

It seems that the money flows indefinitely in the area of ​​artificial intelligence, whether Nafidia is announcing a $ 100 billion investment in Openai Or openai planning to build the most huge data centers before the first The $ 500 billion project Until finish. In the end, some people who poured money on these projects will expect some return on investment. According to a research note from Deutsche Bank, it becomes difficult and difficult to know how it will happen.

Wealth reports A note written by George Saravilus from Deutsche Bank warned that spending in the artificial intelligence sector is “equivalent”. In fact, it is very vast, as the researcher said, he may support the American economy alone. “Artificial Intelligence machines – in the literal sense – appear to save the American economy at the present time.” “In the absence of technology -related spending, the United States will be close to recession or this year.” Which is achieved: earlier this year, Wall Street Journal mentioned Spending in capitalist spending on artificial intelligence has contributed more than all consumer spending together this year.

If you want to narrow it further, you can. Saravilus referred to the NVIDIA chip maker and says the company “is currently carrying the weight of American economic growth.” All that must happen to the company to continue to stimulate the entire economy on its back is that its growth is endless. No problem, right? “The bad news is that in order to continue the technical session to contribute to the growth of GDP, capital investment must remain equivalent. This is very unlikely.”

Fire exchange.

Now, you don’t really have to be an economist to know that it is usually a bad idea that you have all your eggs in one basket. But in the case of the following, here is one of them to tell us: Torsten Släk, the chief economist of the APOLLO asset management company, He wrote last week “The bottom line is again that there is a great degree of focus in the S&P 500, and the stock investors have been greatly exposed to artificial intelligence.”

To put some numbers on it, here are some mathematics from a hadith A report published by Bain & Company. The company says that “Amnesty Internationalaccount The demand grows More than twice the average of the Moore Law, “by 2030, the computing power necessary to meet the demand for artificial intelligence will come at a cost of trillion dollars annually.”YE world Still 800 dollars one billion short to Preserve Performing with the request, “Bain & Co writes.

Poracious with this with A report came out of the Massachusetts Institute of Technology earlier this yearThat I found that only 5 % of the companies that adopted the Trucophachid intelligence tools have succeeded in achieving “speeding revenue”, while the rest has decreased significantly, and it becomes somewhat difficult to see the issue to profitable or lower brackets. But hey, who knows, maybe we are just another small investment worth $ 500 billion away from making it click. Which detainee?