r/stocks
What are your thoughts on AI bubble, is it real or not?
Discussion on the validity of the AI bubble, questioning sustained heavy investment despite known limitations and hardware obsolescence risks.
- Data center infrastructure possesses long-term utility beyond immediate hardware cycles.
- Continued heavy market investment suggests institutional confidence in future AI profitability.
- Technological replacement cycles drive recurring revenue for hardware and equipment providers.
- Widespread awareness of industry challenges and limitations has not yet corrected valuations.
- Rapid obsolescence of current hardware may prevent sufficient profit generation before replacement is needed.
- Massive capital expenditures may not be justified by actual near-term returns or adoption rates.
\- What is your opinion on the AI bubble?
\- If AI is really a bubble, why hasn't it burst already, especially after many of the industry's challenges and limitations became widely known?
\- Why does the market continue to invest so heavily in it?
\- Do you think these massive investments will ultimately be justified?
\- For example, data centers may remain useful for many years, but what about the hardware and equipment inside them?
\- Will they generate enough profit before they need to be replaced with newer and more powerful technology?
Again this? The other 3k posts didn't have the information u seeking?
AI is happening whether people want it or not
AI is nowhere near functional as people make it out to be nor will it do half the shit people claim it will
It's already pervading healthcare and the way it's used/implemented in my experiences is just trash.
At the same time the improvements in past year are amazing. Have you done research, analyzed large spreadsheets or built a slide deck. It takes work still but results can be great, if you are great as well.
I'm using open claw and getting it to do jobs - code, sophisticated content etc. It is on the verge of being something brilliant.
we had an overdue pullback yesterday, next week back to normal.
I think the market is using spacex to claim overvaluation. The market is not responsible for the valuation of spacex.
We also have a new fed. You can see the bond market doing everything it can to test the fed, which is a common patter historically. How many times did we hear treasury bond rates yesterday? It was almost like they surged. But reality is they are lower than mid May, and in line with the trading range past couple years
Once this passes I think the market gets happy.
Poor performers will fall, good will rise.
\- What is your opinion on the AI bubble?
its not a bubble. the financing might be.
\- If AI is really a bubble, why hasn't it burst already,
especially after many of the industry's challenges and limitations
became widely known?
because the technology works.
\- Why does the market continue to invest so heavily in it?
stupidity and greed
\- Do you think these massive investments will ultimately be justified?
no
\- For example, data centers may remain useful for many years, but what about the hardware and equipment inside them?
obsolete
\- Will they generate enough profit before they need to be replaced with newer and more powerful technology?
no. the largest models already need 1.5TB VRAM which existing hardware cant handle. which means servers with 3TB UMA which arent out yet.
No bubble. It will keep going. What may happen is companies who don’t keep u will crash.
Absolutely not.
SP500 8500 year end
Same posts every day
dont know why people keep saying it is a bubble when it has entrenched from your admin using it to reply emails to your c-suite using it to make strategic decisions for the company.
Clearly it's not perfect and requires discretion on where and how it's implemented, that's my entire point.
Yeah, no shit and my point was that it's currently garbage. You guys came in here with the excuses for it.
Not to put too fine a point on this, but as someone who (also) works in healthcare I can tell you that the radiology department at the health organization where I work is moving forward rapidly on implementing AI-assisted analysis of their scans because they've found that it provides better outcomes by spotting things that humans miss.
How and where the technology is implemented obviously matters, I guess unless you personally want to throw out all of the benefit because it doesn't work for you specifically. I'm not saying it's perfect. Far from it. But it's not 'currently garbage'. Calm yourself.
Also, I took a look at that 10 month old Reddit thread you posted. That's hilarious. I gave GPT the exact same prompt and it produced an accurate diagram with full detail. Things are moving fast, get ready.
Yeah the person you are arguing with sounds like the same people who said the internet is "just a fad 30 years ago."
AI is here and it's gonna get more prevalent and smarter as the years go by
I just assumed people could understand what Im implying.
The bubble is the capex cycle that happens after the invention of a ground breaking technology.