Speculative Growth and the AI "Bubble" [pdf]

Zig Creator Calls Spade a Spade, Anthropic Blows Smoke

AI: The ROI Runway Could Be Long Outside the Tech Sector

AI boom risks global financial crash, warn central bankers

Uber president says AI spending is getting 'harder to justify'

Sierra Raises $950M at $15B Valuation

Google to invest up to $40B in Anthropic in cash and compute

Google plans to invest up to $40B in Anthropic

Hyperscalers have already outspent most famous US megaprojects

OpenAI's fall from grace as investors race to Anthropic

Will the AI data centre boom become a $9T bust?

OpenAI raises $110B on $730B pre-money valuation

OpenAI resets spending expectations, from $1.4T to $600B

AI Added 'Basically Zero' to US Economic Growth Last Year, Goldman Sachs Says

OpenAI Funding Round Nears Record $100B Raise as Valuation Targets $850B

America's $1T AI Gamble

Investment executive praises China for using AI to grow industry, pokes fun at the US for making "AI girlfriends"

Nvidia CEO says AI needs more investment in defiance of bubble fears