2025-10-09
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The Economist.
It's called Chat GPT.
More than just search results, it provides fully synthesized answers, code, cover letters and more.
That was 2022 and investors were beginning to see the potential.
Let's look at Nvidia having a pretty solid day up 2.8% at the moment after Citigroup predicted the chatbot chat GPT could be a Pokemon Go moment for artificial intelligence.
Since then, Nvidia's share price has increased by more than 1000%.
And the value of America's stock market has climbed by $21 trillion.
Just 10 firms, including Nvidia, account for more than half of that.
But despite kickstarting this bull run, OpenAI, which makes ChatGBT,
may make just around $13 billion in revenue this year.
Nevertheless, OpenAI plans a trillion-dollar-plus infrastructure build-out across chips,
data centers, and custom silicone.
And all of that has got analysts and investors asking, Are we in an AI bubble?
Are you concerned at all about a bubble?
Do you think it's possible we're in a bit of an AI bubble?
How do you think about this bubble talk?