I think I see it as similar to the .com bubble, there's certainly useful and interesting tech involved, just the amount of money being thrown around doesn't loo

I think I see it as similar to the .com bubble, there's certainly useful and interesting tech involved, just the amount of money being thrown around doesn't look sustainable. Entire companies are putting huge proportions of their total budget into AI hardware, I cannot see the majority of those being profitable at the end of the day as there's simply not the consumer spending on those products to maintain it. Most current AI projects seem to be a "value-add" level, meanwhile nvidia's market cap, at $3.2 trillion, is $10k for every man, woman and child in the united states. And that's just one company - even if it may be the largest single representative of the AI-driven market. And all the largest 5 companies in the world (Microsoft, Apple, Google and Amazon) are also likely riding the AI hype valuation train, but maybe to a lesser amount. Summing them gives ~$14 trillion, or over 40k for every man, woman and child in the united states. How on earth do we expect the revenue that sort of valuation represents be extracted from the market?