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Sérgio Matos da Silva

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Review Open access Sep 2026

Beyond the AI Bubble Analogy: Valuation, Productivity, and Infrastructure in the Generative AI Investment Boom

The investment boom surrounding generative artificial intelligence has revived comparisons with the dot-com bubble. This article argues that the analogy is useful only when technological diffusion, financial valuation, market structure, and physical infrastructure are analyzed separately. A technology may create substa...

Sérgio Matos da Silva · 0 citations

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