AI: Hype & Bubble?
AI: Is it all Hype & Bubble? The market went down last week (until Friday), and much of the drop was due to AI stocks. Why? Because a report was published, producing scary headlines: MIT study shatters AI hype: 95% of generative AI projects are failing 95% of firms gain zero return from generative […]
AI and ITM
AI and ITM. Sitting on the verandah at the Galle Face hotel in Colombo waiting to go to the airport for my flight home, I was pondering my future – well, the next 12 months to be precise. I’ve been considering some ideas: Writing one last book, combining the bull and the bear and bringing […]
AI: Bubble or Hype?
AI: Bubble or Hype Cycle? Tariffs and market volatility are starting to become the new normal; market fluctuations have become yesterday’s news. Instead, we have the return to the AI ‘bubble’ and dire warnings about following the ‘tech wreck’ of 25 years ago. But is it a bubble? Market bubbles occur when there is a […]
NVIDIA & AI
NVIDIA & AI. NVIDIA dominated the market news this week, with its results being reported after the bell on Wednesday. Analysts expected earnings of $0.64 per share and $28.8 billion revenue. The actual earnings were $30 billion, the eps $0.68. The outlook was upbeat, and they announced a $50 billion share buyback. All good news. […]
The AI Hype Cycle
Where is AI on the Hype Cycle? Many of you will know about the Hype Cycle, introduced by Gartner in 1995. It is a graphical representation of the maturity and adoption of technology. When I used to run IT departments it was a thing, and all new technologies were placed on it. You didn’t want […]
