""For VCs, it's a gold rush. There is lots of potential capital floating around out there in search of the next big thing. AI is the next supposed killer investment, and no one wants to be left behind.""
""Does AI have the potential to generate lots of revenues? Yes, but with the current spend rate on infrastructure, it's hard to see how [AI vendors] can be revenue-positive in the short term (two to three years).""
Investment velocity for AI in 2026 is reportedly fast, potentially ahead of 2025. Venture capitalists view the current landscape as a gold rush, with significant capital available for investment in AI. Analysts express concerns about a possible AI bubble, noting the unclear path to profitability for AI firms. While AI has revenue potential, the current spending on infrastructure raises doubts about achieving revenue positivity in the short term, typically within two to three years.
Read at Computerworld
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