Do circular AI deals warn of a bubble?
In this 117th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest AI developments around circular deals where AI model developers, hyperscalers, and chip companies are investing into each other. How similar is this latest AI development to what took place during the 2001 dot com bubble? Does the current market demand for AI justify the recent large investments in AI infrastructure? What are the revenue levels being generated from AI services? Listen now to Tai and Stephanie to get…
The skinny
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