Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt
Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom,…
Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout
It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be…
‘We’ll never get that lucky again’: OpenAI CEO Sam Altman on ChatGPT’s breakthrough moment
OpenAI CEO Sam Altman said the company’s early discovery of scaling laws for language models felt like a…
Paramount Skydance is currently winning the war to acquire Warner Bros. Discovery
Paramount Skydance has the inside track to acquire Warner Bros. Discovery, according to well-placed media executives — and…
Are we all living inside an AI bubble? Inside circular deals and the quiet financial loop they created
Three years ago, generative AI was barely on anyone’s radar. Three months ago, circular deals were whispered about…
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
Is Wall Street losing faith in AI?
A rough week for tech stocks might signal a loss of investor confidence in artificial intelligence. The Wall…
‘Everyone laughed’ when Bengaluru techie took an irrational decision. Today, his business is a global brand with 18+ outlets
A Bengaluru-based tech professional’s bold career move has become an inspiring tale of risk and reinvention. Pradeep Kannan,…
Oracle Launches World’s Largest AI Supercomputer as Computing Power Core of OpenAI’s “Stargate”
Last week, Oracle released the world’s largest cloud-based AI supercomputer, “OCI Zettascale10”. Composed of 800,000 NVIDIA GPUs, it…
Investment to Redefine Mexico’s Role in Global Tech: AI Week
AI infrastructure and investment are accelerating globally, redefining competitive advantage in both policy and business. In Mexico, Salesforce’s…
Is the AI Conveyor Belt of Capital About to Stop?
The American economy is little more than a big bet on AI. Morgan Stanley investor Ruchir Sharma recently…
When Will the AI Perpetual Motion Machine Come to a Halt?
Author | Song Wanxin Editor | Zhang Fan In the past two months, OpenAI has been actively engaged…