The AI Bubble Is Heading Towards a Burst but It Won't Be the End of AI

AI has tremendous potential for 'creative destruction,' says Canadian Nobel winner

Canadian economist Peter Howitt is among a group of three researchers who won the Nobel memorial prize in economics this week. Their research and modelling looked at the impact of innovation on economic growth and how new technologies replace older ones — a key economic concept known as 'creative destruction.' 'Every new technology that has a major impact on the economy provides great benefits ... but there's always someone who's hurt by it,' sai

The AI bubble is heading towards a burst but it won't be the end of AI

Economists, bankers and even the boss of OpenAI are warning of a rapidly inflating AI bubble. If and when it bursts, what will happen to the technological breakthroughs of the past few years?

A guide to the $1 trillion-worth of AI deals between OpenAI, Nvidia and others

Artificial intelligence companies are striking deals worth much more than they make in revenues.

OpenAI Expansion Targets AI Escape Velocity

Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment—especially in data centers, chips, and model training—shows potential signs of historical overreach. They increase the odds of overbuilding and reduce the quality of revenues. Gurley identifies round-tripping deals like the original deal between Microsoft and OpenAI, where ...