According to Decrypt, Citadel founder Ken Griffin believes investors are almost certainly in an AI bubble. He made this assessment while discussing the current state of artificial intelligence investment and hardware demand. Griffin compared the situation involving graphics processing units (GPUs) to empty airline seats, suggesting that a surplus of available chips could lead to downward pressure on prices—similar to how unused seating on airlines affects availability and pricing dynamics. He acknowledged the risk of a chip glut driving down GPU prices. Despite this concern, Griffin expects companies or technologies that survive this period will shape leadership in the field for decades.
