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The article addresses the challenges facing the current boom in artificial intelligence, highlighting how semiconductor manufacturing companies are achieving record profits due to the growing demand for technology. Meanwhile, most other companies in the value chain are incurring losses or seeking ways to generate sustainable profits from their massive investments. This disparity raises questions about the sustainability of this growth and the risks of an economic bubble, similar to the dot-com bubble of the 1990s, especially given the increased spending before the returns are proven. Data also indicates that ongoing costs, such as building data centers and energy expenses, could lead to a decline in the value of investments, with overlapping financial and funding risks. This situation risks prompting a correction in asset prices if substantial profits are not realized from the huge investments in artificial intelligence.
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