AI Bubble

Twitter

Facebook

Copy Link

Top News

Top AI investors say the AI bubble is good for innovation despite inflated valuations

Leading venture capitalists Steve Jang of Kindred Ventures and Cathy Gao of Sapphire Ventures argue that the AI bubble, while real, is essential for driving innovation. Speaking at Fortune Brainstorm AI conference, they explained how market excitement attracts top talent from tech giants and secures capital for ambitious AI projects, even as concerns about inflated valuations grow.

Business2 sources

Top AI investors say the AI bubble is good for innovation despite inflated valuations

Business2 sources

Georgia Power wins approval for massive 50% capacity expansion to fuel AI data center boom

Georgia regulators have approved a 50% power capacity increase for Georgia Power, one of the largest U.S. buildouts aimed at meeting AI-driven electricity demand. The $16.3 billion construction plan will add 10,000 megawatts of capacity, with 80% designated for data centers. Critics warn existing ratepayers could bear the financial burden if projected demand fails to materialize.

Policy2 sources

Georgia Power wins approval for massive 50% capacity expansion to fuel AI data center boom

Policy2 sources

Michigan approves 1.4 gigawatts for OpenAI's Stargate data center as residents protest fast-track

The Michigan Public Service Commission approved DTE Energy's request to deliver 1.4 gigawatts of power to OpenAI and Oracle's $7 billion Stargate data center in Saline Township. The 3-0 vote used an ex parte motion that bypassed public hearings, leaving residents furious about being shut out of the process despite concerns over electricity prices, environmental impact, and transparency.

Policy5 sources

Michigan approves 1.4 gigawatts for OpenAI's Stargate data center as residents protest fast-track

Policy5 sources

Bernie Sanders demands moratorium on AI data centers to protect workers and democracy

Senator Bernie Sanders is calling for a halt on AI data center construction to address concerns about job displacement, environmental impact, and wealth inequality. The move puts Democrats in direct opposition to the Trump administration's push for rapid AI infrastructure expansion. Elizabeth Warren and other senators are investigating how tech companies' energy-guzzling facilities affect residential utility costs.

Policy10 sources

Bernie Sanders demands moratorium on AI data centers to protect workers and democracy

Policy10 sources

CEOs Plan to Increase AI Spending in 2026 Despite Weak Returns on Current Investments

Despite fewer than half of AI projects generating returns that exceed their costs, 68% of CEOs plan to increase AI spending in 2026, according to a Teneo survey. The disconnect between executive optimism and investor impatience is creating tension, as Wall Street demands faster ROI while CEOs predict it will take longer than six months for new AI initiatives to pay off.

Business4 sources

CEOs Plan to Increase AI Spending in 2026 Despite Weak Returns on Current Investments

Business4 sources

OpenAI Hires Slack CEO Denise Dresser as Chief Revenue Officer to Drive Profitability Push

OpenAI has appointed Slack CEO Denise Dresser as its first chief revenue officer, signaling a strategic push toward profitability. With over 14 years at Salesforce and experience scaling AI features, Dresser will oversee global revenue strategy and enterprise growth as OpenAI faces mounting pressure to monetize its technology amid fierce competition from Google and others.

Business17 sources

OpenAI Hires Slack CEO Denise Dresser as Chief Revenue Officer to Drive Profitability Push

Business17 sources

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs warns of datacenter investment risks

AMD CEO Lisa Su emphatically rejects concerns about an AI bubble, calling them overblown as her company secures a 6-gigawatt GPU deal with OpenAI. But Goldman Sachs warns that datacenter investments could fail if the AI industry can't monetize its models, while IBM's CEO estimates the sector has committed to $8 trillion in infrastructure that may never generate adequate returns.

Business14 sources

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs warns of datacenter investment risks

Business14 sources

IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

IBM CEO Arvind Krishna rejects fears of an AI bubble, arguing the industry mirrors social media's evolution where a few winners emerged from many competitors. Speaking on The Verge's Decoder podcast, he explains that success depends on capturing subscribers at scale, though he acknowledges uncertainty about which companies will ultimately dominate the market.

Business2 sources

IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

Business2 sources

IBM CEO warns $8 trillion AI data center buildout can't turn a profit at current spending rates

IBM CEO Arvind Krishna questions whether the trillion-dollar AI infrastructure boom makes financial sense. He estimates that 100 gigawatts of planned AI data center capacity would cost $8 trillion and require $800 billion in annual profit just to service debt. With five-year hardware refresh cycles and accelerating depreciation, Krishna warns hyperscalers face unsustainable economics chasing AGI.

Business5 sources

IBM CEO warns $8 trillion AI data center buildout can't turn a profit at current spending rates

Business5 sources

Anthropic prepares for massive IPO as CEO warns competitors are taking unwise AI bubble risks

Anthropic has engaged law firm Wilson Sonsini to prepare for what could be one of the largest IPOs ever, potentially as early as 2026. The Claude chatbot maker, valued at over $300 billion, is racing OpenAI to public markets. Meanwhile, CEO Dario Amodei criticized unnamed competitors for 'YOLO-ing' investments, warning that some AI companies are mismanaging risks despite uncertain economic payoffs.

Business22 sources

Anthropic prepares for massive IPO as CEO warns competitors are taking unwise AI bubble risks

Business22 sources

Bank of England warns AI bubble could trigger sharp correction as debt risks mount

The Bank of England has issued a stark warning about the artificial intelligence sector, cautioning that UK share values are at their most stretched levels since the 2008 financial crisis. With half of the expected $5 trillion in AI spending over the next five years set to be financed through debt, the central bank warns that a correction in AI stocks could spill over into wider debt markets, impacting household wealth and borrowing costs.

Business2 sources

Bank of England warns AI bubble could trigger sharp correction as debt risks mount

Business2 sources

Nvidia admits $100 billion OpenAI deal remains unsigned, stoking AI bubble concerns

Two months after unveiling what CEO Jensen Huang called 'the biggest AI infrastructure project in history,' Nvidia CFO Colette Kress confirms the $100 billion OpenAI partnership is still just a letter of intent. The admission raises questions about forecasting demand and highlights investor concerns about circular deals in the AI ecosystem.

Business5 sources

Nvidia admits $100 billion OpenAI deal remains unsigned, stoking AI bubble concerns

Business5 sources

SoftBank's Son says he 'was crying' over $5.8B Nvidia stake sale to fund AI investments

SoftBank CEO Masayoshi Son revealed he was emotional about selling the company's entire Nvidia stake for $5.83 billion. The Japanese tech giant needed capital to bankroll major AI investments including OpenAI, data center construction, and chip design projects. Son dismissed concerns about an AI investment bubble, predicting super artificial intelligence will generate at least 10% of global GDP.

Business8 sources

SoftBank's Son says he 'was crying' over $5.8B Nvidia stake sale to fund AI investments

Business8 sources

China Warns of Humanoid Robot Bubble as Investment Floods Emerging Industry

China's economic planning agency warns of a potential bubble forming in the humanoid robotics sector, with over 150 companies producing similar robots amid massive investment but limited proven use cases.

Business3 sources

China Warns of Humanoid Robot Bubble as Investment Floods Emerging Industry

Business3 sources

Michael Burry Launches Newsletter Warning of AI Bubble After Closing Hedge Fund

The 'Big Short' investor who predicted the 2008 housing crash has launched a Substack newsletter to share his bearish views on AI valuations. Burry draws parallels between today's AI boom and past market bubbles, comparing current Fed Chair Powell's dismissive stance to Alan Greenspan's pre-2008 housing bubble comments.

Business2 sources

Michael Burry Launches Newsletter Warning of AI Bubble After Closing Hedge Fund

Business2 sources

Prev 1…456 7 Next