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AI bubble may burst amid energy and chip constraints, Ryan Selkis warns
Ryan Selkis draws attention to heightened financial market risks, noting that the CAPE ratio is sitting near all-time highs at the outset of a land war, energy and commodity supply chain crisis, and what he describes as a once-in-a-century reserve currency challenge.
Selkis also flags potential downside for artificial intelligence companies, citing energy capacity limits, evaporating Gulf financing, and chip-related issues. He adds a caution about overreliance on prominent investors in this climate.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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