Nvidia's AI Boom Is Starting to Resemble 1980s Japan, Former NYT Tokyo Bureau Chief Warns
Former NYT Tokyo bureau chief Howard French says Nvidia’s financing web increasingly resembles 1980s Japan as AI spending surges.
Someone who studied Japan's economy in the 1980s thinks Nvidia's fast growth might not last forever, like what happened to Japan back then. This is a warning to watch whether companies are really making money from AI, not just spending lots of money hoping it works out.
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