Dies ist weniger eine KI -Blase und eher ein fragiler „Boom“ – warum der Marktoptimismus für die Zukunft von AI gerechtfertigt ist
https://www.weforum.org/stories/2025/09/artificial-intelligence-bubble-boom/
Dies ist weniger eine KI -Blase und eher ein fragiler „Boom“ – warum der Marktoptimismus für die Zukunft von AI gerechtfertigt ist
https://www.weforum.org/stories/2025/09/artificial-intelligence-bubble-boom/
4 Kommentare
From the article
More than two-thirds of respondents surveyed for the latest Chief Economists‘ Outlook believe artificial intelligence will be ‘commercially disruptive’ in the year ahead.
Large companies dealing in AI infrastructure have already seen their valuations soar, though smaller firms developing related features are being treated with more caution by investors.
That makes for less of a bubble and more of ‘a boom underpinned by fundamentals,’ writes Allianz Chief Investment Officer and Chief Economist Ludovic Subran, who advises ‘balancing optimism with caution.’
Also from the article
The US market optimism is particularly concentrated in the technology sector, where advancements in artificial intelligence promise productivity gains. The recent easing of trade tensions has further bolstered related investment, lifting both profit forecasts and valuations. Analysts project S&P 500 earnings to grow at an average rate of 15% annually over the next five years, outpacing Europe’s more modest forecast of 10%.
When are these people going to deal with the inconsistency and inaccuracy in AI?
I asked an unambiguous engineering question, for which there is one correct answer. I asked the question 6 times, over the course of 3 days. The AI return the correct answer only 3 times, and the other 3 responses were each different, and incorrect.
It’s both. The short term expectations are unrealistic, but not the longer term ones.
AI – Meaning DeepLearning in general or adoption of chatbots? I’m never sure what these articles are talking about.
Perhaps thats on purpose to obfuscate the truth. Machine Learning has insane potential to transform how many businesses operate, if they have the data to support that transition. It can be leveraged in so many places to make more informed decisions very fast and it can even take on a lot of mind numbingly boring labor.
Unfortunately that is unlikely to translate into better conditions for the worker.