Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date

It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]

The limits of bubble thinking: How AI breaks every historical analogy

It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]

Investors warn of AI chip bubble as AMD and D‑Matrix keep the boom alive

Warnings of an AI chip bubble are growing louder, driven by the short lifespan of hardware and risky financing. At the same time, new investments and optimistic forecasts show the boom is not over yet [...]

While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months

While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% [...]

Bill Gates calls AI "the biggest technical thing ever in my lifetime," but warns of a bubble

Bill Gates recently compared the current wave of excitement around AI to the dot-com bubble, while making it clear this isn't just hype.<br /> The article Bill Gates calls AI "the bigg [...]

Deepmind CEO Hassabis: World models are the future, but the AI bubble is real

With Gemini 3 Pro, Google aims to reclaim AI leadership. But Deepmind-CEO Demis Hassabis is already looking ahead to the next, expensive stage of AI development, warning of a bubble in the private mar [...]

Yann LeCun warns AI labs like OpenAI and Anthropic face a "big bubble explosion"

According to Yann LeCun, AI labs like OpenAI and Anthropic are heading for a "big bubble explosion": Their operations are effectively subsidized by investors, and operating costs aren't [...]

OpenAI chairman Bret Taylor says AI is both a massive opportunity and a bubble

OpenAI chairman Bret Taylor sees strong echoes between today's AI boom and the dotcom era.<br /> The article OpenAI chairman Bret Taylor says AI is both a massive opportunity and a bubble a [...]

AI denial is becoming an enterprise risk: Why dismissing “slop” obscures real capability gains

Three years ago this week, Chat GPT was born. It amazed the world and ignited unprecedented investment and excitement in AI. Today, ChatGPT is still a toddler, but public sentiment around the AI boom [...]