Ferrari's Chairman, John Elkann, is unfazed by the prospect of an AI bubble. He firmly believes that even if the market undergoes a correction, it will not impede the long-term advancement of AI technology. Nevertheless, he issues a word of caution about a potential imbalance between supply and demand within the AI industry. On one side, there is a significant upswing in investments in AI infrastructure; on the flip side, the outlook for generating commercial revenue from these investments remains ambiguous.
