Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals

Nvidia's $750B in Deals Reignite Circular AI Fears

AI bet goes awry: Oracle fires 21,000 employees

S&P downgrades Oracle to BBB – only one notch above junk level

SpaceX sheds $400B in market value as debut rally hits reverse

OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

Y Combinator's Stake in OpenAI (0.6%)

Mark Zuckerberg Says AI Costs Contributed To Layoffs Of 8,000 Staffers, Report Says

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

How the AI Bubble Bursts

Revealed: UK's multibillion AI drive is built on 'phantom investments'

Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

56% of CEOs report zero financial return from AI in 2026 (PwC survey, n=4,454)