Indian Entrepreneur@indianentrepreneurFormer IMF chief economist Gita Gopinath expects AI valuations to fall at some point, though the timing is impossible to call. On Raj Shamani's podcast, she questioned whether AI firms can ever earn back that spending.
Close to $1 trillion is projected to go into AI worldwide in 2026 alone. She warned a sharp downturn could leave US growth flat or negative, and noted that Nvidia invests in labs that buy its chips, so trouble at either would ripple outward.
She also urged young professionals to keep sharpening their own thinking instead of leaning on chatbots.
