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Tech & Innovation
10 mins to read

AI – boom or bubble?

As capital pours into artificial intelligence and company valuations in the sector go through the roof, investors have some difficult decisions ahead.

Nvidia founder and CEO Jen-Hsun Huan delivers a keynote speech in Taipei in May 2023.

Tim Hunter Tue, 09 Jan 2024
Key points
  • What's at stake: Investment in companies involved in artificial intelligence.
  • Background: The huge valuation gains seen in the AI sector have raised concerns if another dotcom boom and bust.
  • Main players: Nvidia, Microsoft, Goldman Sachs, Bank of America, Chat GPT, Sharesies, Nicholas Bagnall, Richard Stubbs, Frances Valintine.

At a rooftop bar in Auckland one sunny evening in November, fund managers at an awards event were treated to a presentation from online education specialist Frances Valintine about artificial intelligence.

Valintine spoke like an AI evangelist, hammering out stats on the exponential growth of

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Contact the Writer: thunter@nbr.co.nz
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Key points
  • What's at stake: Investment in companies involved in artificial intelligence.
  • Background: The huge valuation gains seen in the AI sector have raised concerns if another dotcom boom and bust.
  • Main players: Nvidia, Microsoft, Goldman Sachs, Bank of America, Chat GPT, Sharesies, Nicholas Bagnall, Richard Stubbs, Frances Valintine.
AI – boom or bubble?
Tech & Innovation,
102239
true