Gary Marcus, in his latest piece, critiques the recent surge in Oracle's stock price, which he attributes to unverified reports of a substantial deal with OpenAI. He argues that OpenAI's financial projections and lack of necessary infrastructure, such as sufficient chips, make the reported $300 billion valuation highly improbable. Marcus suggests that this event may represent a peak of absurdity in the current AI market, questioning the sustainability of such valuations based on speculative partnerships. AI
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RANK_REASON Opinion piece by a named credible voice discussing market speculation.
