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Is There an A.I. Bubble? And What if It Pops?

Overview

Shownote

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Is There an A.I. Bubble? And What if It Pops?

The Daily

Nov 20

Is There an A.I. Bubble? And What if It Pops?

Is There an A.I. Bubble? And What if It Pops?

The Daily

Nov 20

Overview Shownote Highlights Transcript Chapters Pins

Shownote

After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified. Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so ferven...

Highlights

The AI boom has unleashed unprecedented investment in technology infrastructure, with Silicon Valley pouring resources into a future powered by artificial intelligence. Yet as the financial stakes climb into the trillions, a growing sense of unease is spreading through Wall Street.

00:00

OpenAI plans to spend $500 billion on U.S. data centers alone.

07:28

Sam Altman believes AI investors are over-excited and there will be losers.

14:48

Debt-financed AI infrastructure poses systemic economic risks if revenue falls short.

18:33

Nearly $3 trillion projected for data center spending, with $1 trillion expected to be debt-financed.

22:28

NVIDIA's strong quarterly results calmed Wall Street's jitters about AI.

Chapters

What's Driving Silicon Valley's Trillion-Dollar Bet on AI?

00:00

Is the AI Boom Creating a Bubble Ready to Burst?

07:28

How Debt Is Fueling the Race for AI Dominance

14:48

What Happens If AI Doesn’t Deliver on Its Promise?

18:33

Can AI Still Transform Medicine—and the Economy?

22:28

Transcript

Helene Cooper: I'm Helene Cooper. I cover the U.S. Military for The New York Times. So I'm sitting in my car in a parking lot outside the Pentagon. I had a cubicle with a desk inside the building for years, but the Trump administration has taken that away....