Watch Desk posted an update
Former Intel chief Pat Gelsinger says AI investment may face market corrections, but he does not believe the sector is in a bubble. He described AI as a “two-decade-plus” investment cycle.
Why it mattersNow a partner at Playground Global, Gelsinger also pointed to growing pressure on electricity, memory and chipmaking capacity as AI adoption expands. His comments were made at the venture firm’s Taiwan Deep Tech Summit, as portfolio companies presented technologies aimed at those constraints. That is an investor’s outlook, not a guarantee that every AI bet will pay off. Should investors treat today’s spending as the start of a long infrastructure cycle, or expect a painful correction first?
Discuss: Should investors treat today’s AI spending as the start of a long infrastructure cycle, or expect a painful correction first?
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