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Artificial intelligence, Nvidia, OpenAI: Wall Street needs to prepare for an AI winter – The Australian Financial Review

Opinion
Technology companies are struggling to conjure the great leaps in capability that had been expected, and more meaningful revenue may not come until 2026.
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Surely one of the silliest things that happened in tech stocks in 2024 was the sudden tumble in Nvidia shares moments after its fiscal second-quarter earnings release in August.
Chief executive Jensen Huang, who otherwise walked on water this year, mentioned a minor – and resolved – blip in production of its new chip. Yet investors panicked anyway.
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