AI & Enterprise
AI firms still have room to grow, engineer argues against tech bubble view
As concerns grow over a potential AI bubble, a counterargument has emerged that rapid growth at major AI companies is based on real demand and still has room to expand. Software engineer Matteo Raso wrote that heavy spending is largely for computing infrastructure such as data centres and could ease after initial buildouts, improving profitability as AI service revenue rises. He cited Anthropic’s filings and noted risks including debt, regulation and opposition to data centre construction.
