Asworth Damodaran, a professor at NYU's Stern School of Business and known as the “Dean of Valuation,” warned that the AI boom has peaked, and that small AI companies are the most vulnerable to shocks due to poor resilience to risk. He said that a few months have passed since the peak of AI development, and there will be more integration and adjustments in the coming months. Damodaran also said that hyperscale data centers — that is, a group of tech giants that have invested heavily in artificial intelligence — are the “safest” companies in the field.

Zhitongcaijing · 3d ago
Asworth Damodaran, a professor at NYU's Stern School of Business and known as the “Dean of Valuation,” warned that the AI boom has peaked, and that small AI companies are the most vulnerable to shocks due to poor resilience to risk. He said that a few months have passed since the peak of AI development, and there will be more integration and adjustments in the coming months. Damodaran also said that hyperscale data centers — that is, a group of tech giants that have invested heavily in artificial intelligence — are the “safest” companies in the field.