1 week ago - Already, Nvidia has cautioned investors there was "no assurance" it would enter a definitive agreement with OpenAI, or complete the investment on expected terms, a reminder that headline AI pacts often start as frameworks. ... Oracle's view from the jobsite is simpler: the demand is real, diversified, and already spoken for. "We see broad-based demand across a huge swath of the industry, so it's not just from any one individual place," Clay Magouyrk, Oracle's newly elevated co-CEO, told CNBC in West Texas in September. "I don't worry about a bubble, because I see committed demand for it."

6 hours ago - Companies showed off everything ... next-generation chips that will power it all. CES, in some ways, turned the Strip into a bubble of its own, shielded from AI skepticism....

1 day ago - Two things are happening concurrently. One is that economists and tech industry experts are increasingly fearful that we’re entering an AI bubble.

1 day ago - That's the fear, anyway. However, according to one report, a slowdown in AI spending and investments may not necessarily be coming soon. And that could mean that some AI stocks may still have room to rise even higher this year.

2 days ago - Investors have never before been in such agreement about the biggest market risk for a year ahead than they are now: Deutsche Bank survey. "AI/tech bubble risk towers over everything else." The next biggest risks: a loss in Fed independence ...

3 days ago - Nvidia CEO Jensen Huang shares a positive perspective on AI. "There's been a lot of talk about an AI bubble," he said during the company's most recent earnings call.

3 days ago - Researchers for Allianz Trade, ... over AI shows classic signs of an asset bubble: widespread consensus, unproven valuations and returns at times detached from earnings.” The researchers also said they were watching a lot ...

3 days ago - Ingredients for an artificial intelligence bubble are certainly in place, but capital expenditure will continue to grow, financial services firm argues · Investments in AI are “justified and sustainable” amid massive capital expenditure, ...

3 days ago - Demand for ASML's EUV machines should continue to grow for decades to come, as cutting-edge chips (which have smaller features packed more densely) require a level of precision that isn't achievable at general-purpose fabs.

4 days ago - As the artificial intelligence trade continues to push the stock market to new highs, investors are increasingly asking if we’re living through another financial bubble that’s destined to burst.

4 days ago - The artificial intelligence boom that powered Wall Street's technology stocks is "now in the early stages of a bubble," hedge fund manager Ray Dalio warned in a post on social media platform X on Monday.

4 days ago - Demand for ASML's EUV machines should continue to grow for decades to come, as cutting-edge chips (which have smaller features packed more densely) require a level of precision that isn't achievable at general-purpose fabs.

4 days ago - The crash prophets have been waiting for their heresy to come true for years, and 2026 will prove them wrong again in this multi-trillion-dollar AI future, writes Satyen K. Bordoloi · As rain goes with an umbrella, clouds with the sky, and a clock with time, if you have lived through 2025, you know what goes with a bubble.

5 days ago - As well as leverage – borrowing – the boom increasingly involves another bubble indicator: financial engineering, including the kinds of complex, circular funding arrangements that carry ominous echoes of past corporate crashes. Believing generative AI will eventually produce enough revenue ...

5 days ago - Discussions of a potential stock ... Burry and the Bank of England. More than 12,000 stories in November mentioned the phrase “AI bubble,” roughly equal to the prior ten months combined, according to data compiled by ...

December 9, 2025 - Here’s an update: Thinking Machines Lab, the artificial intelligence startup founded by former Open AI executive Mira Murati, is in early talks to raise a new funding round at a roughly $50 billion valuation, Bloomberg News reported on Thursday.

5 days ago - OpenAI seems to have gotten enough ... they seem somewhat clueless about. The good news here is that OpenAI will be subject to the same power gating as everyone else....

1 week ago - Send a tip to our reporters · ... Save · Asian equities kicked off the new year with sharp gains, but the advance may face headwinds from worries over an artificial-intelligence bubble and diverging interest-rate paths across the region...