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HPE boosts networking growth outlook, gets $1.2 billion AI order from cloud firm Vultr

HPE boosts networking growth outlook, gets $1.2 billion AI order from cloud firm Vultr

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Take shelter! The wave of AI mania is about to break

The AI investment boom is showing classic signs of a late-stage mania: record borrowing, circular earnings, soaring valuations and rising interest rates point to a looming reckoning.

  • AI investment surge resembles late-stage mania indicators
  • Kondratieff's 50-year economic cycle concept applied to AI
  • Record borrowing by AI hyperscalers to fuel growth

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