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AI boom

Topic

The current period of intense investment, technological advancement, and market hype surrounding artificial intelligence, exemplified by Nvidia's soaring valuation and the rapid development of new AI models.


First Mentioned

1/4/2026, 3:39:14 AM

Last Updated

1/4/2026, 3:42:30 AM

Research Retrieved

1/4/2026, 3:42:30 AM

Summary

The AI boom represents a transformative period of rapid growth and massive financial investment in artificial intelligence, particularly generative technologies. It is anchored by the meteoric rise of Nvidia, which achieved a $1.8 trillion valuation, and the aggressive expansion of OpenAI, whose CEO Sam Altman has explored raising up to $7 trillion for semiconductor and infrastructure projects. Technological milestones such as OpenAI's Sora text-to-video model and Google's Gemini 1.5 Pro, with its 1 million token context window, illustrate the shift toward more complex and capable AI systems. While the boom has created significant wealth and driven productivity tools like Meta's Testgen, it also faces scrutiny regarding market sustainability, the 'uncanny valley' in synthetic media, and the financial risks associated with high-valuation startups. This era is often compared to historical technology cycles like the dot-com boom, though proponents argue it is built on stronger fundamentals and real economic impact.

Referenced in 1 Document
Research Data
Extracted Attributes
  • Primary Technology

    Generative Artificial Intelligence

  • OpenAI Funding Goal

    $7 trillion (USD)

  • Nvidia Market Valuation

    $1.8 trillion (USD)

  • Gemini 1.5 Pro Context Window

    1,000,000 tokens

  • Investment Growth (2014-2021)

    From $18 billion to $119 billion

  • Generative AI Investment Share (2023)

    30% of total AI investment

Timeline
  • The Deep Learning Phase begins, marking the early stages of the current AI boom. (Source: Wikipedia)

    2010-01-01

  • Annual investments in AI reach approximately $18 billion. (Source: Wikipedia)

    2014-12-31

  • Annual investments in AI grow significantly to $119 billion. (Source: Wikipedia)

    2021-12-31

  • The introduction of user-friendly interactive chatbots like ChatGPT triggers a massive acceleration in public and corporate AI adoption. (Source: Web Search)

    2022-11-30

  • AI-linked technology stocks begin a major market rally, driving global indices higher. (Source: BlackRock)

    2023-01-01

  • OpenAI launches Sora, a text-to-video model, and Google announces Gemini 1.5 Pro with a 1 million token context window. (Source: Document b5abf73b-f30b-41b8-b4d1-f22b8ed1c816)

    2024-02-15

Web Search Results
  • AI boom - Wikipedia

    An AI boom( is a period of rapid growth in the field of artificial intelligence (AI). The current boom originally started in the 2010s with the Deep Learning Phase,( but saw increased acceleration in the 2020s. Examples of this include generative AI technologies, such as large language models and AI image generators developed by companies like OpenAI, as well as scientific advances, such as protein folding prediction led by Google DeepMind. This period is sometimes referred to as an AI spring, [...] 1. ^"The Artificial Intelligence Boom". _engineering.washu.edu_. Retrieved October 26, 2025. 2. ^Meredith, Sam (December 6, 2023). "A 'thirsty' generative AI boom poses a growing problem for Big Tech". _CNBC_. Retrieved December 12, 2023. [...] AI and generative AI investments have been increasing with the boom, increasing from $18 billion in 2014 to $119 billion in 2021. Most notably, the share of generative AI investments was around 30% in 2023.( Further, generative AI businesses have seen considerable venture capital investments even though regulatory and economic outlooks remain in question.(

  • Tracking the AI Boom: Some Lessons From Economic History

    Recent years have witnessed an extraordinary boom in Artificial Intelligence (AI) based on a widespread perception that AI is a truly transformative technology that will drive economic growth for many years, comparable to the adoption of the railroad, electric power, the automotive, the personal computer, and the internet over the past two centuries. But there are also many skeptical voices that warn that this boom is greatly overdone, that the economic gains will be slow to come, and that AI [...] The boom in AI has many dimensions. Artificial Intelligence has been a long-term aspiration for computer science. After years of slow progress, AI’s use has exploded since November 2022 with the introduction of user-friendly interactive chatbots developed from sophisticated statistical analysis of large data sets. ChatGPT and other AI chatbots have been adopted both by individuals and firms at a pace well-exceeding previous waves of computing innovation. An extraordinary boom in AI-related [...] Previous episodes of technology-driven investment booms suggest different scenarios for how the AI boom could play out over the next few years. Not infrequently, technology booms have ended with dashed expectations in which, though the technology brought substantial returns in certain sectors, it had a limited impact on aggregate productivity or profitability at least in the short-to-medium term (although the longer-term returns were eventually sizeable). This was the pattern with earlier

  • Why the A.I. Boom Is Unlike the Dot-Com Boom - The New York Times

    Now Silicon Valley is in the middle of an artificial intelligence boom that bears some obvious resemblances to the dot-com boom. Much of the rhetoric about a glorious world to come is the same. Fortunes are again being made, sometimes by the same tech people who made fortunes the first time around. Extravagant valuations are being given to companies that didn’t exist yesterday. [...] Skip to contentSkip to site index Today’s Paper Advertisement SKIP ADVERTISEMENT You have a preview view of this article while we are checking your access. When we have confirmed access, the full article content will load. Supported by SKIP ADVERTISEMENT # Why the A.I. Boom Is Unlike the Dot-Com Boom Silicon Valley is again betting everything on a new technology. But the mania is not a reboot of the late-1990s frenzy. Listen to this article · 7:59 minLearn more By David Streitfeld

  • Are we in a bubble? The AI boom in context | BlackRock

    AI boom built on fundamentals: Today’s technology leaders combine strong profitability, disciplined capital allocation, and self-funded growth—creating a more resilient foundation than past cycles. Real economic impact: AI-related investment in chips, data centers, and infrastructure is driving global growth, boosting productivity, and fueling a durable expansion. [...] transactions will be effective. [...] Technology stocks have powered markets higher since early 2023, fueled by optimism over the transformative potential of artificial intelligence (AI). But as the theme has continued to evolve, comparisons to the dot-com era have intensified. Concerns over an “AI bubble” are increasingly front of mind for clients: many AI-linked companies have seen significant valuation expansion, investment in infrastructure remains massive, and the AI value chain has grown more circular, with firms striking

  • The New Billionaires of the A.I. Boom - The New York Times

    The A.I. boom has elevated mostly male founders to billionaire status, a pattern in tech cycles. Only a few women — such as Ms. Guo and Ms. Murati — have reached that wealth level. The A.I. craze has amplified the “homogeneity” of those who are part of this boom, Dr. O’Mara said. A correction was made on Dec. 29, 2025 : [...] soared this year, turning their company stock into gold mines. [...] Youth is a hallmark of tech booms. Larry Page and Sergey Brin were in their 20s when they founded Google in 1998. Mr. Zuckerberg was 19 when he founded Facebook in 2004. The latest A.I. billionaires are also youthful. “Like the original Gilded Age and like the dot-com boom, this A.I. moment is making some very young people very, very, very rich, very quickly,” said Margaret O’Mara, a history professor at the University of Washington who focuses on the tech economy.

Location Data

Boom, 2, Porscheplatz, Stadtkern, Stadtbezirk I, Essen, Nordrhein-Westfalen, 45127, Deutschland

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Coordinates: 51.4575010, 7.0139990

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