AI Boom: Real Earnings vs. Fizzy Bubbles
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Resources & Recommendations
Articles & Papers
- "Powell Says That Unlike the Dot-Com Boom, AI Spending Isn't a Bubble" (Fortune) - Discusses Federal Reserve Chair Jerome Powell's view that AI spending is not a bubble due to actual earnings by companies.
- "Nvidia Is Now Worth $5 Trillion as It Consolidates Power in AI Boom" (The New York Times) - Reports on Nvidia's high valuation and its role in the AI industry, linking it to the concept of an AI boom.
Organizations & Institutions
- Federal Reserve - The central banking system of the United States, responsible for monetary policy.
- Nvidia - A technology company known for designing graphics processing units (GPUs), which are crucial for AI workloads.
- OpenAI - A leading AI research and deployment company that develops large language models.
- Anthropic - An AI safety and research company that develops AI systems.
- Cohere - An AI company focused on natural language processing models for enterprises.
Websites & Online Resources
- Faby.ai - A collaborative analytics platform designed to help data explorers with ad hoc and advanced data analysis.
- Merch.changelog.com - The ChangeLog storefront, mentioned as an example of using Shopify for e-commerce.
Other Resources
- S&P 500 - A stock market index that represents the performance of 500 large companies in the United United States.