AI Chip Depreciation: The Next Tech Bubble?
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Resources & Recommendations
Podcasts
- "Here's Why" (Bloomberg's weekly show) - This podcast takes one news story and explains it in a few minutes with experts. The episode shared is from this podcast series and focuses on AI costs.
People Mentioned
- Michael Burry (Investor, "Big Short" fame) - Referenced for his concern about the future costs of AI and data centers, famously taking short positions on companies like Nvidia and Palantir.
- Jensen Huang (CEO of Nvidia) - Mentioned for his argument that Nvidia's older AI chips, like Hopper, have a longer lifespan and versatility than skeptics suggest.
Organizations & Institutions
- Bain Capital - Issued a report suggesting that by 2030, hyperscalers and other AI giants would need to achieve approximately $2 trillion in revenue to justify current investments.
- Bloomberg Intelligence - Their team forecasts that the end of 2026 will be a critical point for investors to assess the returns on AI infrastructure investments.
Websites & Online Resources
- Bloomberg.com/explainers - A resource to find more explanations from Bloomberg's team of journalists and analysts.