Tag: #market-trends
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
AI Bubble or Revolution: Making Sense of the 2026 Debate ♪ Listenable
A balanced look at the debate surrounding the 2026 AI stock rally. We weigh concerns over valuations, capex, monetization lag, and circular revenue against the counterargument of real demand and productivity, comparing t
2026-06-18 · 23 min read #ai#investing#bubble#nvidia#valuation