1 week ago - Altman has said: “There are many parts of AI that I think are kind of bubbly right now.” Not his part, naturally. Jeff Bezos, Amazon’s founder, has called it a bubble, but the “good” kind that accelerates economic progress. A good bubble, in this analysis, finances infrastructure and expands the boundaries of human knowledge.

6 hours 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.

12 hours 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.

1 day 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.

1 day 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 ...

1 day 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.

1 day 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, ...

1 month ago - 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.

1 day 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.

2 days ago - In Silicon Valley, first contrary voices, such as the widely read service The Information, are now arguing that if the AI bubble were to partially burst, Apple could act “opportunistically.” This means: If the enormously high market prices for AI companies fall, Apple could, thanks to its large cash reserves, acquire them and do what the company is actually very good at: integrating external technology.

2 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.

2 days ago - Recently, speaking at the Italian ... strong fundamentals.Bezos explained that bubbles are characterised by inflated stock prices and a rush of funding into both good and bad ideas....

2 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 ...

3 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 ...

2 days ago - As the artificial intelligence ... to burst. The answer isn’t so simple, at least according to history. The S&P 500 Index jumped 16% in 2025, with AI winners Nvidia, Alphabet, Broadcom and Microsoft contributing the ...

3 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....

3 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 ...

4 days ago - Undoubtedly, we’re going to need to see greater monetization of the technology in the new year. Otherwise, the path may very well be lower for the AI names, especially the ones that have enjoyed triple-digit percentage gains in just over a year. Personally, I don’t think an AI bubble bust is the only way the boom has to end.

4 days 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...

4 days ago - The Chinese AI startup DeepSeek shocked the world in January 2025 when it released R1, a large language model that promised to dethrone rivals from industry leaders OpenAI, Anthropic and Google.