Before you say AI is a bubble

Before you say AI is a bubble
We have Jensen Huang at Nvidia to thank for the computing power that is giving us AI. (Image: Getty)
Simon Robertson
Is artificial intelligence a bubble?Professor Scott Galloway, upon whose analysis I am basing this article, beamed into Spark’s Future State event in Auckland recently – I have friends who went and said he was amazing. To be expected, of course – fast-talking, strong views and colourful language.  He puts it all down articulately with neat math on what Nvidia and others need to do to justify their current valuations (scary), and I will leave that with him. Subscribe to his emails; they are great. And if you want...

More Opinion

Time to put NZ tech first
Opinion

Peter Griffin: Time to put NZ tech first

NZ's tech future hinges on breaking with tradition and betting big on local ingenuity.

Peter Griffin 17 Sep 2025
The 20% question
Opinion

David Chaplin: The 20% question

KiwiSavers' average per member is better than nothing, but probably not enough.

David Chaplin 16 Sep 2025
Polarisation: from talkback to the trading desk
Opinion

Dileepa Fonseka: Polarisation: from talkback to the trading desk

Political polarisation is becoming more of a worry for NZ investors.

Dileepa Fonseka 15 Sep 2025
The All’s, the In’s, the outs and AI …
Opinion

Simon Robertson: The All’s, the In’s, the outs and AI …

Discussing the future of the West and humanity is bone-chilling.

Simon Robertson 13 Sep 2025