Is the AI Boom… a Bubble?

On Tuesday, OpenAI employee Abdulrahman Alfozan was charged with planting a recording device behind a conference room TV at its San Francisco headquarters. Imani Moise talks to WSJ’s Maxwell Zeff about the case, the suspect and why tech leaders are concerned about corporate espio ...  عرض المزيد

Anthropic is preparing for what could be one of the biggest IPOs in history. WSJ's Anissa Gardizy got a look at a draft of the company's S-1. It reveals soaring revenue, a business heavily reliant on a few customers and a long list of risk factors, including the possibility of a ...  عرض المزيد

Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so.This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory."Earlier this month Amazon founder Jeff Bezos said the AI market was an "industrial bubble" wh ...  عرض المزيد

Somewhere between a biker bar in Nimbin and a data centre in Virginia, we try to make sense of the biggest capital boom in history. The AI revolution has garnered $400 billion of spending this year alone, nearly half of all US growth. What if it’s all built on industrial lettuces ...  عرض المزيد

Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Resea ...  عرض المزيد