Will the bubble ravage the economy when it bursts? What will it leave of value once it pops?

Oaktree Capital Management Co-Chairman Howard Marks on Thursday delivered a follow-up memo to his December note on AI and reflected on how quickly the technology has progressed in just a few months.

I’ve been watching the AI bubble inflate for months now — the unsustainable burn rates, the pilot projects that went nowhere, the startups that couldn’t explain their unit economics. So when industry ...

Dec 11(Reuters) - Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending ‌is not paying off as anticipated. Investments in AI, which ...