October 9, 2025 - I respectfully disagree with this sentiment from Bloomberg. This assumes AI will plateau but it’s always going to have a community of engineers supporting it. This is more like a map of the new global enterprises becoming the new top dogs in the world of WEB3. People think everything is a bubble ...

1 month ago - The stakes are higher for AI than they are for Labubus, of course. No company wants to be left behind, and so every major player is plowing forward, building computing infrastructure using complex financing arrangements. In some cases this involves a special purpose vehicle (remember those from the 2008 financial crash?) loaded with debt to buy Nvidia Corp. graphics processors, the AI chips that some observers think may depreciate more quickly than expected.

Here is how the AI bubble is being created, per Bloomberg: 1:17 PM · Oct 8, 2025 · · · 6.3M Views · 898 · 6.7K · 40K · 16K · Read 898 replies · Sign up now to get your own personalized timeline! Sign up with GoogleSign up with Google. Opens in new tab ·

October 25, 2025 - Bloomberg just provided the best graphic depicting the AI circularity, or circular economy in which the major companies in the AI sector are engaging in deals with each other. At the center is NVIDIA, the chip maker.

November 16, 2025 - This graphic, published by Bloomberg, gave the story a single, impossible-to-forget image. It transformed the impenetrability of global economics into something that is immediately both visible and understandable. Because if you want to know what a bubble looks like, it’s this: The graphic isn’t properly credited so I can’t give the right person their due but the accompanying article “OpenAI, Nvidia Fuel $1 Trillion AI ...

We cannot provide a description for this page right now

November 5, 2025 - Investors have parted with unprecedented sums of money to help AI fulfill its lofty promise. But no one really knows how it will all pay off ... For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a spectacular crash and a wave of bankruptcies.

We cannot provide a description for this page right now

We cannot provide a description for this page right now

November 20, 2025 - Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network ...

October 10, 2025 - A growing group of critics say we’re in an artificial intelligence bubble. Is it true? If so, how would we know?

This is what a bubble looks like. @bloomberg

October 8, 2025 - Even that is easier said than done. After spending the better part of three days making chart after chart after chart (a small sample of which I share here), I now know that there are many different ways to quantify the AI capex boom that lend themselves to many different narratives.

1 month ago - From a recent selloff in the shares of Nvidia Corp., to Oracle Corp.’s plunge after reporting mounting spending on AI, to souring sentiment around a network of companies exposed to OpenAI, signs of skepticism are increasing. Looking to 2026, the debate among investors is whether to rein in AI exposure ahead of a potential bubble popping or double down to capitalize on the game-changing technology.

October 16, 2025 - Taiwan Semiconductor Manufacturing Co. briefly ignited a stock rally today after beating expectations in the third quarter and raising its growth projections for the rest of 2025. TSMC’s results looked like a good sign for the artificial intelligence economy. But what if it’s actually another datapoint that we’re in an AI bubble?

September 26, 2025 - Infrastructure bubbles don’t have to explode disastrously.

1 week 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.

October 1, 2025 - It’s an impossible question to ignore, so let’s make another attempt to answer it. September saw the publication of at least two widely read analyses suggesting that what is going on in artificial intelligence is indeed a bubble: Is AI a Bubble?, published on Exponential View by Azeem Azhar, and Dotcom on Steroids by GQG Partners.

November 10, 2025 - Albert Edwards is certain there’s an artificial intelligence bubble—and like all bubbles, it comes wrapped in a story so convincing that even seasoned skeptics start to waver.