Other than that, "we feel good about the investments we've made," Smith said.
Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’
October 29, 2025
OpenAI signs $38 billion deal to power AI tools with ‘hundred of thousands’ of Nvidia chips via Amazon Web Services
November 3, 2025
Qualcomm CEO warns that ‘everybody’s playing to win’ when it comes to an AI bubble—but it’s still too early to tell who will succeed
It's worries about how best to deploy AI and coming capabilities that preoccupy the C-suite
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
When it comes to AI, it’s already too big for governments to regulate, says WPP founder Martin Sorrell.
Andreessen Horowitz partner Anjney Midha says China is leading in open-source AI, driven by startups like DeepSeek, while the…
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma…
AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.
