Part 6/11:
Industry insiders offer a range of views regarding the sustainability of these valuations. Representatives from the tech sector remain bullish, emphasizing heavy investments into data centers, advanced chips, and infrastructure as the building blocks for future growth. They argue that these investments are vital for economic progress, and any correction would be temporary and beneficial in the long term.
Conversely, some analysts warn about the circular nature of the current ecosystem. Many of the leading companies—such as Nvidia, OpenAI, and their collaborators—are intricately connected through investments, deals, and shared supply chains. If any of these companies encounter financial difficulties or demand wanes, the fallout could extend across the entire AI supply chain.