BREAKINGVIEWS-A financial historian’s warning about the AI boom: podcast

Reuters13:53
BREAKINGVIEWS-A financial historian’s warning about the AI boom: podcast

The host is a Reuters Breakingviews columnist. The opinions expressed are his own.

By Peter Thal Larsen

LONDON, Nov 26 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

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Artificial intelligence hopes have unleashed an investment frenzy, propelling chip giant Nvidia’s value to $3.5 trln. In this episode of The Big View podcast, mathematician Andrew Odlyzko explores parallels with the 1990s dotcom bubble and Britain’s railway mania of the 1840s.

Follow @peter_tl on X

FURTHER READING

ASML’s weakness flags limits of the AI boom

OpenAI’s mooted $100 bln value is relatively sober

Data centre boom reveals AI hype’s physical limits

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(Editing by Oliver Taslic and Ujjaini Dutta)

((peter.thal.larsen@thomsonreuters.com))

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