The AI bubble: deciphering an economic phenomenon
Résumé
Currently, the global digital economy is being redefined by AI platforms, which are themselves restructuring markets, standards and behaviours. There are two trends in the AI sector: the trend towards integration and the trend towards specialisation. Two phenomena can also be observed: the “Solow paradox” and the bubble effect. The rise of these global players is leading to technological lock-in, which accentuates asymmetries of dependency.
