Friday, October 3, 2025

Dot-Com Bubble versus the AI Bubble

The murky economics of the data-center investment boom
https://www.economist.com/business/2025/09/30/the-murky-economics-of-the-data-centre-investment-boom
How similar is it to the 1990s telecoms bubble?
 
Behind Job Weakness Are Hints of a Productivity Revival. Is AI the Reason?
https://www.wsj.com/tech/ai/behind-job-weakness-are-hints-of-a-productivity-revival-is-ai-the-reason-cf6309da
The artificial-intelligence investment boom resembles the tech spree that brought a productivity renaissance three decades ago.