AI Isn’t A Bubble – It’s A Scarcity Supercycle
Shortage – not saturation – is powering hyperscaler capex, compute demand, and earnings. The AI Trade: Shortage, Not…
Jeff Bezos agrees with OpenAI’s Sam Altman: We’re in an AI bubble. But Amazon’s founder says the benefits will be ‘gigantic’
Jeff Bezos joined Sam Altman in admitting the existence of an AI bubble—but Amazon’s founder sees upside. Recently,…
‘We are going to destroy jobs faster than we can replace them’: The CEO whose 80% stock plunge personified the dotcom bubble on AI’s impact
Former Cisco Systems CEO John Chambers learned all about technology’s volatile highs and lows as a veteran of…
Stock Market Bubble Playbook: How to Know When to Sell, According to Citi
If you’re fretting over a bubble, don’t sell your stocks just yet. That’s the takeaway from the latest…
Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”
Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be…
Everyone’s wondering if, and when, the AI bubble will pop. Here’s what went down 25 years ago that ultimately burst the dot-com boom
The similarities are striking. Like the internet companies of two decades ago, AI firms today attract massive investments…
Jerome Powell warns of signs of an AI bubble and an economy leaning too hard on the rich
For months, Wall Street commentators have fretted that the artificial intelligence boom looks like a bubble, with capital…
OpenAI board chair doubles down on CEO Sam Altman’s belief we’re in an AI bubble: ‘A lot of people will lose a lot of money’
OpenAI chairman Bret Taylor is not naive to the potentially mammoth consequences of a tech bubble, but he…
Century-old turbulence theory confirmed in bubble swarm experiments
An international team of scientists has successfully shown that swarms of rising bubbles create turbulence that behaves exactly…