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Benzinga
Benzinga
Business
Namrata Sen

Morgan Stanley's Lisa Shalett Says Nvidia At the Center Of A Possible 'Cisco Moment' For AI In 24 Months: 'Not Going To Be Pretty'

Morgan Stanley Nvidia Cisco Intel Corporation Artificial Intelligence Goldman Sachs OpenAI
Businessman,Holding,Hologram,Ai,Chat,System,Virtual,Icon,Using,On

Lisa Shalett, the chief investment officer at Morgan Stanley’s (NYSE:MS) wealth management business, has expressed her concerns about the current market boom, which she believes is heavily reliant on massive capital investments in generative artificial intelligence.

AI Spending Surge Could Trigger Dotcom-Style Risk

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