Enterprises are being squeezed from two directions on the same infrastructure layer: commercially, by licensing re-pricing, ...

As tech firms make huge profits and investors fear losing out, both are doing their best to hold off the day of reckoning OpenAI staggers AI model release after White House request Every couple of ...

Since then, a shortage in memory chips and strong demand growth have sent AI stocks surging again, with major indexes hitting all-time highs following the dip over the Iran war. However, a bursting ...

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Record valuations and deals driven by AI excitement have led to some concerns that the AI boom is a bubble waiting to burst. Others have argued that the massive investments are necessary to meet data ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops. MIT Technology Review Explains: Let our writers untangle the complex, messy world ...

There’s a raging debate in markets about the sustainability of today’s high stock valuations. On the bearish end are investors like Jeremy Grantham and Michael Burry, who are famous for having spotted ...

Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But for AI’s ...