The AI bubble has been rumored have burst for many weeks now. There might be people shouting “I told you so” after US technology companies’ share prices fell sharply this week. The core question is whether future artificial intelligence (AI) application demand will generate enough revenue to justify the money it is costing to build out the capacity that technology leaders believe is necessary. I discuss the latest events impacting the markets this week in my CIO Viewpoint. Available here AXA Investment Managers
