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Inside the AI Bubble

In late 2025, AI bubble talk isn’t just for outsiders, skeptics, and short-sellers. Increasingly, it’s the frame through ...
CoreWeave, Inc, 'The Essential Cloud for AI,' is launching its (0EM) program-a true no-egress-fee data migration program-to empower customers to move large-scale datasets from third-party cloud ...
It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It’s enough to make ...
NVIDIA reported a sudden jump in quarterly revenue as demand for its AI hardware kept rising. The company said ...
US stocks soared on Thursday after stronger-than-expected quarterly earnings from Nvidia Corp. eased fears that AI stocks may have become overvalued.
The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.
Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLO ...
It also believes that it can capture a double-digit market share in the AI data center chip market. As such, AMD sees revenue expanding at a 35%-plus compound annual growth rate (CAGR), bringing ...
AWS is facing mounting pressure as Microsoft, Google, and a wave of specialised newcomers chip away at its long-standing lead ...
For investors, there's no 'turning back' on AI now, says Barclays. On a day of blowout results and forecasts from Nvidia, our call of the day says investors have reached the point of no return with AI ...
Known as a Tensor Processing Unit (or TPU), it looks like an unassuming little chip but, says Mr Pichai, it will one day ...
SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown, Ohio, that will produce ...