Dossier
Viktor Shvets
Coverage of Viktor Shvets in the Nexus archive.
- AI infrastructure investment bubble unlikely to burst by 2027: Macquarie
Viktor Shvets from Macquarie Group predicts that the AI infrastructure investment bubble is unlikely to burst by 2026 or 2027, despite excessive spending on AI-related commodities and computing capacity. The bubble is expected to persist as various AI-related technologies including automation, quantum computing, and biotech continue to develop.