Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan’s coverage of Salesforce’s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a “bubble” phase. Mr. Huang argued that while some companies lack cash flow support, major tech leaders like Nvidia, Microsoft, and Google remain reasonably valued — suggesting that today’s AI momentum differs fundamentally from the dot-com era. He emphasized that the AI revolution’s scale could even surpass the electrical revolution of a century ago, noting rapid advances such as the transition from text-based to video-generating models. For the full, original article, please access it here. (The article is in Mandarin but it can be translated using their preferred translation services)
