很多人认为AI party已经结束了,就象网络泡沫一样

来源: 2024-06-24 11:55:54 [旧帖] [给我悄悄话] 本文已被阅读:

Dont forget that dotcom bubble bursted because of dramatic slow down of earning growth, started from Intel missing revenue target by a big margin, not because of high stock price.

So far, there is zero sign of any such earning slow down in AI. This is just a normal correction.