The AI boom is not a bubble
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality...
Dec 29Financial Timeseconomics
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality...
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Article URL: https://spectrum.ieee.org/data-center-growth Comments URL: https://news.ycombinator.com/item?id=46521238 Points: 9 # Comments: 1...
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Garry Tan is a top seed investor. Courtesy Y Combinator founders seized the AI boom in 2025, with increasingly younger teams securing millions in seed funding. Founders launched companies ranging from...
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So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor...
Smartphone prices are expected to increase in 2026 due to RAM shortage caused by AI boom. PixelsEffect/Getty Images Smartphone prices may rise in 2026 due to increased demand for RAM in AI data center...
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FT survey shows America’s dominance in areas such as technology is not expected to reverse soon...
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Elon Musk stays on top as Nvidia’s Jensen Huang powers up the rankings on an AI-fuelled surge in fortunes...
Huawei Technologies in late November sold more than 10,000 units of its artificial intelligence toy, Smart Hanhan, in the first week of its release, as similar smart playthings seize a growing share o...
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Chevron, the only US oil major still operating in Venezuela, counts Berkshire Hathaway as a key shareholder. Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images The Trump administra...
Box CEO Aaron Levie says that as AI makes expert knowledge universal, companies will win or lose based on how well they manage and deploy context. Justin Sullivan/Getty Images Box CEO Aaron Levie says...