Over-accumulating AI: Rationale and Fault Lines Beyond the US AI Investment Boom
The stock market valuation of AI-related firms increased tenfold between 2015 and 2025, making fixed investment in AI a primary driver of US economic growth.
Company · TA · 2 documents
The stock market valuation of AI-related firms increased tenfold between 2015 and 2025, making fixed investment in AI a primary driver of US economic growth.
In 2022 the European Union had only 7% of total world semiconductor production.