Goldman flags new AI investing risk tied to rapidly falling token prices
Goldman Sachs’ Delta One desk warned that AI token prices are collapsing quickly, potentially leading the industry to add computing capacity faster than customers can profitably consume.
Goldman Sachs is flagging a new risk hiding inside the artificial intelligence boom: AI is getting cheaper so quickly that the industry could eventually build more computing capacity than customers can profitably consume.
The bank's Delta One desk warned that collapsing prices for AI tokens could t…