Federated Hermes CIO: AI boom has years to run before bubble risks bite

Investors worried about an AI bubble may be right but several years early, according to Federated Hermes CIO Steve Chiavarone. He says the infrastructure buildout still has years to run before the risk of a downturn becomes pressing.

• Federated Hermes CIO Steve Chiavarone says AI bubble risk is not imminent
• He expects the AI infrastructure buildout to continue for several years
• Investor fears of a bubble are premature by several years, he argues