Post #17214 by tecmo on the Berkshire Hathaway board

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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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I work at a software company, and can confirm that demand for AI technology is very high - so I don't expect a major issue with earnings in this sector for the short term; there are questions about the value it will provide long term however (IMO).

Some risks
* Companies don't get the return on the investment they need, and cut back spending in this area
* Results in a overbuild of infrastructure
* Results in a big issue for those that invested heavily in that infrastructure (not just the hyper scalers)

tecmo
...

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