#AI

551 articles

Artem Voloskovets Artem Voloskovets Artificial Intelligence
5 days ago

Is AI a Bubble? 7 Indicators That Matter More Than the Hype

An AI bubble is now the biggest tail risk for global markets, according to Bank of America’s August Fund Manager Survey. 32% of investors rank it first, while 27% point to a disorderly surge in bond yields.

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Artem Voloskovets Artem Voloskovets Artificial Intelligence
2 months ago

The New Enterprise AI Rule: Prove Value Before Scaling

Businesses rushed to adopt AI. Pilot projects multiplied, budgets expanded, and experimentation became a priority across industries.

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Marina Lyubimova Marina Lyubimova Signals
2 months ago

How AMD’s New AI PC Makes Running a 235B-Parameter Model Locally Possible

Running large language models meant renting cloud GPUs or building expensive multi-GPU workstations.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
2 months ago

Why AI Companies Are Suddenly Looking Beyond Nvidia

For much of the AI boom, infrastructure decisions were straightforward. Companies building large language models, AI agents, or enterprise automation systems typically relied on Nvidia hardware because the ecosystem was mature, widely supported, and proven at scale.

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Victoria Bazir Victoria Bazir Business
2 months ago

AI Was Supposed to Lower Costs. Here's Why It May Be Making the Economy More Expensive

AI promises lower costs and higher productivity, but building the infrastructure behind the technology may be making parts of the economy more expensive. Here's how to spot the hidden economic effects of the AI boom before they become obvious to everyone.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
2 months ago

What Happens When $100 Trillion Meets an $84 Trillion Wealth Transfer

Global high-net-worth wealth has reached nearly $100 trillion, just as an estimated $84 trillion is set to change hands over the next two decades. The intersection of AI-driven wealth creation and the largest wealth transfer in modern history could reshape investing, asset management, and the flow of capital across global markets.

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Victoria Bazir Victoria Bazir Signals
2 months ago

Wall Street Keeps Raising AI Spending Forecasts. That May Be the Real Signal

Morgan Stanley now expects hyperscaler capex to reach $805 billion in 2026 and $1.1 trillion in 2027. The headline number is impressive, but the more important signal is that forecasts keep moving higher despite two years of AI enthusiasm.

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Artem Voloskovets Artem Voloskovets Artificial Intelligence
2 months ago

Microsoft's Cobalt 200 Reveals Where the Next AI Battle Is Heading

Microsoft's Cobalt 200 is more than a faster server chip. Its architecture suggests that AI competition is shifting toward memory, data movement, and system design the same principles already shaping the future of smartphones.

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Victoria Bazir Victoria Bazir Stocks
2 months ago

Alphabet's $80B Raise Signals a New Phase in the AI Race

Alphabet's proposed $80 billion capital raise could mark a new stage in the AI infrastructure race, with compute capacity and data center spending becoming central to future competition.

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Victoria Bazir Victoria Bazir Stocks
2 months ago

Oracle, ServiceNow Lead New Wave of AI Buying

Oracle and ServiceNow led a powerful rally in enterprise software stocks as investors shifted capital toward companies positioned to profit from AI adoption. The move contrasted with losses across several mega-cap technology names and may signal a broader change in how the market is approaching the AI trade.

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Artem Voloskovets Artem Voloskovets Artificial Intelligence
2 months ago

The AI Trade Is No Longer a Sector - It Is Becoming the Market Itself

The AI boom is no longer behaving like a normal technology cycle. A growing share of global equity value is now concentrated inside companies controlling AI infrastructure - chips, hyperscale cloud, memory, networking, and compute capacity. As capital floods into the same narrow group of AI-linked giants, markets are becoming increasingly synchronized around one trade: ownership of the infrastructure powering artificial intelligence.

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Marina Lyubimova Marina Lyubimova Stocks
2 months ago

EDF’s Edison Delay Reflects Europe’s New Infrastructure Reality

EDF delaying the sale of a stake in Edison may look like a routine timing decision. In reality, it reflects a broader shift across Europe’s infrastructure economy as higher financing costs, political risk, and massive energy-transition spending reshape how strategic assets are valued.

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Victoria Bazir Victoria Bazir Artificial Intelligence
2 months ago

The IPO Problem Nobody Wants to Model

Most commentary around the next IPO cycle is still trapped in the same shallow frame: valuation. Is OpenAI worth $300 billion? Is SpaceX overpriced? Can Anthropic justify private-market multiples?

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Usman Salis Usman Salis Artificial Intelligence
2 months ago

Anthropic Overtakes OpenAI in Business Adoption for the First Time

Anthropic has surpassed OpenAI in business adoption for the first time, according to Ramp's AI Index. The shift comes as enterprise AI spending accelerates, software-development teams increasingly adopt AI coding tools, and competition among foundation model providers intensifies.

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Alex Dudov Alex Dudov Business
3 months ago

Microsoft Pulled the Plug on AI Licenses. The Cost Story Is Just Beginning

Microsoft reportedly canceled internal Claude Code licenses after token-based billing became too costly, Uber exhausted its annual AI budget in just four months, and GitHub is moving toward usage-based pricing. Together, the developments suggest enterprise AI is entering a new phase where economics matter as much as model capability.

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Sergey Diakov Sergey Diakov Artificial Intelligence
3 months ago

Data Centers Could Consume 6.8 Bcf/d of Gas by 2035. That's an Energy Story, Not a Tech Story

BloombergNEF projects U.S. data-center natural gas demand could reach 6.8 billion cubic feet per day by 2035 as AI infrastructure expands nationwide. The forecast suggests the next major constraint on AI growth may be power availability rather than chip supply.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
3 months ago

AWS Is Quietly Building a $40 Billion AI Factory

Amazon AWS plans to deploy more than one million Nvidia Blackwell and Rubin GPUs in 2026, representing an estimated $30–40 billion investment in AI accelerators. The expansion highlights the growing importance of large-scale infrastructure as cloud providers race to secure the compute capacity needed for next-generation AI models and services.

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Usman Salis Usman Salis Artificial Intelligence
3 months ago

AI Token Usage Could Increase Nearly 100x by 2030

A new forecast from Evercore ISI suggests AI token usage could increase nearly 100x by 2030, driven primarily by inference rather than model training. The shift could redefine how the market values chips, cloud infrastructure and the economics of AI deployment itself.

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Alex Dudov Alex Dudov Artificial Intelligence
3 months ago

Why Andrej Karpathy Joining Anthropic Matters?

Andrej Karpathy joining Anthropic signals where the frontier AI race is moving next. As compute costs explode and model performance begins to converge, labs are increasingly competing on training systems, synthetic data, and post-training efficiency.

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Victoria Bazir Victoria Bazir Global economy
3 months ago

Inflation Risk Is Testing the AI Trade

Rising inflation expectations and elevated Treasury yields are beginning to test one of the market’s most crowded trades: AI. As infrastructure costs climb and financing conditions tighten, investors are starting to reassess how sustainable the current AI expansion cycle really is.

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