AI’s Robust Growth Compared to the Dot-Com Bubble: A Lasting Transformation
The artificial intelligence boom diverges sharply from the dot-com bubble era, anchored by concrete infrastructure investments and semiconductor breakthroughs. VanEck analysts emphasize this fundamental distinction, noting today's expansion stems from profitable corporations channeling capital into physical assets rather than speculative bets.
Semiconductor innovation forms the bedrock of AI's ascent. Chip manufacturers and equipment providers are witnessing unprecedented demand as computational requirements surge. This technological backbone suggests a sustainable evolution, contrasting with the fragile speculation that characterized late 1990s internet ventures.