Analista do Goldman alerta para estouro da bolha de IA: “acerto de contas chegará”

por: Portal Renda Foto: Canva

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[{"selector":"#anim-09469cba-b307-472a-999a-5efd14317a24","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-bcbb4c62-9063-485a-a65a-3b566980770b","keyframes":{"opacity":[0,1]},"delay":400,"duration":3500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ac033217-3fbf-43cf-b492-48dabb33cf64","keyframes":{"transform":["translate3d(-200.36497%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5ee3ac18-9ece-4d0a-82ad-0efcbee4fe68","keyframes":{"opacity":[0,1]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b31006b1-7864-422a-851c-fe48a5bd4fd0","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Covello, do Goldman Sachs, alerta sobre os perigos de apostar contra empresas de IA, como Nvidia, apesar de acreditar que haverá um ajuste futuro. Seta

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[{"selector":"#anim-a6d9d039-8c81-416d-b69f-193beb7440e5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e71d60a1-0093-4245-ba6c-f39776d46503","keyframes":{"opacity":[0,1]},"delay":400,"duration":3500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-472c9b29-70b1-4f94-8c59-65106f5fe50f","keyframes":{"transform":["translate3d(-200.36497%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3d3be0fa-dde9-4394-932c-6b2c66bc8f01","keyframes":{"opacity":[0,1]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0ff067af-6c4a-4a66-a094-ea4015589ce1","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Historicamente, transições tecnológicas substituíram soluções caras por mais baratas, mas a IA, ao substituir empregos com tecnologia cara, não segue essa tendência. Seta

[{"selector":"#anim-4c6d2f7d-3995-4f9d-88f2-2da01c9d45d3","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3aba8b6d-efed-43b5-89d1-ff0fe62f083c","keyframes":{"transform":["translate3d(-190.14598%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-481559bb-2451-4c23-a2dd-e7ae116cdf0a","keyframes":{"opacity":[0,1]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-294c599a-a5fd-4889-bfda-e6f1ccaa4758","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-ed35bf7d-1aa7-4350-a58e-52ec06fa2218","keyframes":{"opacity":[0,1]},"delay":400,"duration":3500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Seta Covello lidera um grupo crescente que questiona a premissa de que a IA generativa impulsionará a próxima fase do capitalismo.

[{"selector":"#anim-9a920be7-981a-4e84-8b0b-db1787452015","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4452590b-39e5-4440-b53b-cdaa22258629","keyframes":{"opacity":[0,1]},"delay":400,"duration":3500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-76cc709a-cd63-466e-b69d-9e2758934422","keyframes":{"transform":["translate3d(-200.36497%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-15528c16-25e7-4b5d-a671-9081701d9b44","keyframes":{"opacity":[0,1]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-191a5fad-3bb2-4bdd-a12e-2626dff8ace7","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":5000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Apesar de riscos, Nvidia é uma das ações mais populares, com grandes ganhos este ano e muitos analistas recomendando compra. Seta

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[{"selector":"#anim-a4f83335-72c8-4eec-96f6-7b4746292e61","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c07183c7-24c5-4b8f-8796-3a750b4cdfd6","keyframes":{"transform":["translate3d(0px, -1557.48909%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f1895302-d63e-4ece-ae46-ac62fa373ec9","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-75be6338-21a3-4d3f-b1c7-e2ff627fc63e","keyframes":{"transform":["translate3d(0px, 1655.55596%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] LEIA MAIS EM PORTALRENDA.COM.BR Seta