AI Bubble: Trillions Invested, Mounting Debt, and Future Risks
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Resources & Recommendations
People Mentioned
- Mark Zuckerberg (CEO of Meta) - Referenced for his confidence in AI development, stating that most code for AI efforts will be written by AI within 12-18 months.
- Jensen Huang (CEO of Nvidia) - Mentioned for encouraging everyone to get an AI tutor to become "superhumans" with "super AIs."
- Sam Altman (CEO of OpenAI) - Highlighted as the "poster child" of the all-in attitude towards AI, even acknowledging the irrationality of some spending and predicting losers in the AI boom.
- Sundar Pichai (CEO of Alphabet, Google's parent company) - Acknowledged for recognizing the uncertainty surrounding the AI boom.
- James Comey (former FBI Director) - Mentioned in the context of a federal judge grilling government prosecutors pursuing charges against him, revealing vulnerabilities in their case.
- Lindsey Halligan (US Attorney) - Referenced for admitting she had not shown the final version of the Comey indictment to the full grand jury.
Organizations & Institutions
- OpenAI - The company behind ChatGPT, mentioned for its plan to spend $500 billion on data centers in the US and its CEO's confident stance on AI investment.
- Meta - Mark Zuckerberg's company, mentioned in the context of his optimistic predictions for AI.
- Nvidia - Jensen Huang's company, mentioned for its CEO's strong advocacy for AI and its recent record profits and sales.
- Google - Referenced as a company that can afford to pay cash for large data centers due to its billions in revenue.
- Microsoft - Referenced as a company that can afford to pay cash for large data centers due to its billions in revenue.
- Oracle - A cloud computing giant mentioned for having to take on debt to build data centers.
- Corweave - A company based in the New York/New Jersey area that is taking on significant debt to build data center infrastructure for AI.
- Lambda - A smaller company mentioned as an example of those taking on debt to build AI infrastructure.
- Nebius - A smaller company mentioned as an example of those taking on debt to build AI infrastructure.
- Morgan Stanley - Financial analysts from this institution are cited for projecting that about a third of the $3 trillion spent on AI data centers globally will be debt.
Other Resources
- ChatGPT - The OpenAI chatbot that initiated the current AI boom, mentioned for its transformative capabilities.