Signs of an AI Bubble? Big Tech Deals and Sky-High Valuations Raise Concerns
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Analyst Richard Windsor raises concerns of an AI bubble, citing Nvidia-backed startup Cohere's $5B valuation despite little revenue.
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Microsoft's unusual $650M deal to acquire Inflection AI's staff and IP signals issues at the startup.
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Amazon investing additional $2.75B in Anthropic highlights the FOMO effect around AI.
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Despite the hype, even big tech firms like Microsoft and Amazon aren't immune to overpaying.
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Nvidia has benefited most from the AI frenzy, but a correction could hit even top players like Nvidia.