“The crash is separating real AI revenues from companies that only have AI PowerPoints.”

"We're notoriously undersupplied in our housing market. Does that mean it's going to be even more difficult for us to build homes?"

Tech's biggest names all raised capital expenditure guidance to keep pace with AI demand, with Microsoft, Amazon, Alphabet and Meta all set to spend big.

In the real world, bubbles delight because they reflect their surroundings. But the bubble Altman described may not show the face of its observer.

Sam Altman says AI might be in a bubble—then touts trillions for OpenAI’s buildout. Call it the paradox powering Silicon Valley’s biggest spending spree.

Shock sell-off after study warns most investments in artificial intelligence get zero returns

“The crash is separating real AI revenues from companies that only have AI PowerPoints.”

Investors’ long-running enthusiasm for artificial intelligence showed signs of faltering on Tuesday as tech stocks tumbled.

Shares in US tech stocks are falling but it would probably be unwise for fund managers to pull out