Part 9/11:
The overarching concern is that a significant correction in AI valuations or demand could trigger broader economic shocks. The interconnectedness of the AI industry—from chip manufacturing to software development and investment—means that a slump at the flagship companies could cascade through global markets, affecting investors, consumers, and corporations worldwide.
Final Thoughts: Watching Demand is Key
Analysts and industry leaders agree that the future of AI investments hinges critically on actual demand and revenue generation. If demand remains strong, the bubble concerns might be assuaged, with continued growth benefiting companies across the supply chain, including European firms like ASML.