MCLEOD COMPUTING
DUNCAN McLEOD: When the AI bubble bursts
One big quarterly earnings miss could trigger a huge sell-off in AI-fuelled stocks
19 September 2024 - 05:00
Gartner, a US firm of technology analysts, is famous for its “hype cycle”, a representation of the tendency for exciting innovations to experience a “peak of inflated expectations” (a bubble), followed by a “trough of disillusionment” (a crash).
Eventually, according to the oft-cited Gartner graph, of which it produces more than 90 variants each year in different tech domains, this is usually followed by a “slope of enlightenment” and finally a “plateau of productivity” as a technology matures...
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