The AI Bubble is bursting ๐
And yes, AI is here to stay, and yes it will have a lasting and significant impact - especially in the longer run.
But history shows time and again that downturns are not kind to emerging technologies... when confidence gets rattled, funding comes into question, and focus goes hard on every cost and only immediate revenue it's the projects and investments that can't give those questions a good answer that get cut first (or at least put in the freezer)
Just part of the overall unintended consequences, and also a coming full circle of some wild market movements like that in the chart below.
$VanEck Semiconductor ETF(SMH)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Unity Software Inc.(U)$ $Taiwan Semiconductor Manufacturing(TSM)$
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