Citi
Analyst distinguishes current AI boom from dotcom bubble, citing companies with earnings.
How media typically covers Rob Rowe
Directly quoted in these articles
Sam Altman acknowledges the AI sector is in a valuation bubble with startups raising hundreds of millions on pitch decks alone, yet he and other tech giants are preparing to spend trillions on infrastructure as they believe long-term AI upside will justify current froth.
“Analyst distinguishes current AI boom from dotcom bubble, citing companies with earnings.”