Rudi's View: What About The AI Bubble Anxiety?
The debate about the AI megatrend continues globally, with the question of whether it's a 'bubble' or mostly 'misunderstood'.
Post-August price action for AI beneficiaries on the ASX, including Goodman Group and NextDC, shows investors remain reluctant to take a firm view.
- Goodman Group ((GMG))
- NextDC ((NXT))
- Megaport ((MP1))
Technology analysts are preparing for AI shifting into its next phase, coined 'inference', when AI adoption will spread across more segments and sectors.
"In a world where AI eventually becomes commonplace, the inference phase sees the deployment/adoption of AI models to use cases across both consumer and enterprise."
Autor's resume: AI trend debated globally.
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