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A tangled web of deals stokes AI bubble fears in Silicon Valley
Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.
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theguardian.com
Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?
Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD
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fortune.com
How business leaders can survive a 'phenomenal' AI bubble | Fortune
Lots of companies will implode in the short term, but a few will emerge as the Googles and Amazons of the AI era.
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Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’ | Fortune
The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.
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As AI bubble warnings mount, a 23-year-old’s $1.5 billion hedge fund shows how prophecy turns into profits | Fortune
As central bankers warn of an AI bubble, Silicon Valley’s true believers are doubling down—turning AGI prophecy into cash, clout, and billion-dollar bets.
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OpenAI COO Brad Lightcap on what history teaches us about AI and the enterprise race | Fortune
Though much of OpenAI’s DevDay looked to the future, I was especially curious about what OpenAI COO Brad Lightcap had to say about the past.
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'Is AI hurting growth?' Top analysts say their clients are starting to worry as the 3-year bull market shows its age | Fortune
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
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bbc.com
A tangled web of deals stokes AI bubble fears in Silicon Valley
Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.