¿Pincha la burbuja de la IA? "Las compañías de inteligencia artificial van a morir de éxito". Cañete

Is the AI ​​Bubble Bursting? "Artificial intelligence companies are going to die of success." - Cañete In this interview for Negocios TV, global macro analyst and economist Gonzalo Cañete analyzes the behavior of Wall Street stock markets following the latest employment data and the worrying technical divergence between the S&P 500 and the Nasdaq 100. Cañete reveals identical patterns of technical exhaustion in giants like IBM (with its historic collapse), Samsung Electronics, and SK Hynix, warning that the semiconductor sector faces "death by success" due to bottlenecks in energy production and data center infrastructure. Throughout the conversation, the silent technological and trade war between the United States and China is analyzed. While the US makes massive and uncontrolled investments, China advances steadily with long-term planned innovation, the development of Huawei, and the automotive disruption of BYD. Furthermore, Cañete reveals the controversial decision by the Donald Trump administration to grant Nvidia Tier A chip licenses to the United Arab Emirates (G42) despite suspicions of leaks to Beijing. Finally, the economist analyzes the evolution of the Dollar Index, the breaking of the $4,000 barrier for an ounce of gold, and the worrying situation of the Japanese yen as the true financial time bomb of this summer. #interview #economy #ai #market #crisis #chips #technology #dollar #nvidia #openai #chatgpt #china #usa #market #businesstv 🔞Disclaimer: All information, material, and/or content included in this program is for informational and educational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Consult your own independent financial advisor before making any investment decisions. Negocios TV is not responsible for the opinions expressed in the video.