AI Investment Lifespan: Bubble or Sustainable Growth?

Todays podcast explores the massive question of how long tech giants investments in AI infrastructure will last. With hundreds of billions spent annually, the lifespan of key chips like GPUs is a major concern. Experts believe these chips may only be useful for 18 months to three years, much shorter than traditional chips. The rapid improvement of newer AI chips also makes older ones less efficient. The core question remains: where will the revenue come from to keep rebuilding at this scale? The idea of an AI bubble looms as companies may feel pressure to see returns from AI to fund replacements, with long-term demand uncertain and many companies yet to see clear financial benefits.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.