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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT
NVDA 176.23+0.7%Dec 15 3:59 PM EST

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To: Elroy who wrote (5533)12/10/2025 11:20:56 PM
From: Marco Vincenzo2 Recommendations

Recommended By
kidl
Ron

   of 5550
 
Elroy,

I agree with you that we are not in a critical phase, but here's my take:

What AI is also used for besides answering trivial questions is business automation, navigation, fraud detection, data analysis and basically everything else that runs in a computer that you can imagine, but where else could they go is the question.

One thing I see being a major problem is that the energy demand for such processes are hard to put in words, especially given the fact that the tendency is for the usage to go higher and higher .(Will the utility of AI be greater than the energy it will consume? Is there really any space for it to grow as they expect?)

As I mentioned on the first post, OpenAI is setting a plan of "stunning annual losses" for a period of 3-5 years so then they become profitable. What worries me is that the company is burning cash and acquiring debt to not even generate enough cash for the next 3-5 years, and so after that, if everything goes right, they become profitable.(Other companies are taking similar approaches, OpenAI is just an example)

What I see here - and I can very well be proven wrong in the future - is money being invested in promises of innovations that, as you mentioned, we have no clue what it is. From my perspective, this lack of information is the equivalent of what you mentioned about the companies that were going to sell apps and services and that 90% flopped.

I believe we share a pretty similar opinion, I might be just too skeptical about it I guess.

Marco.
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