The AI boom is being sold as the next industrial revolution — but behind the scenes, massive financial loops are quietly ...

AI could be a “good bubble” building real infrastructure, but valuations may be early and fragile. Read more macro analysis ...

Expenditure is growing fast and consumer take-up accelerating. But alarm bells are sounding ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The original alarm was sounded by DeepSeek, whose R1 ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Nvidia's CEO Jensen Huang sat down with BlackRock's Larry Fink at Davos to discuss why AI ...

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xAI, OpenAI and Anthropic have been rapidly raising more money, adding to the notion of 'aspirational' valuations across the AI startup scene OpenAI is expected to raise funds at a $750 billion ...

Record valuations and deals driven by AI excitement have led to some concerns that the AI boom is a bubble waiting to burst. Others have argued that the massive investments are necessary to meet data ...

History shows we might be in an AI bubble, but it also suggests that many people will call the top prematurely. Let's put it this way: Two long-term investors can agree that the price of, say, oil is ...