Microsoft stock drops over 6% after results fall short in AI disappointment(finance.yahoo.com)

19 points by wslh 2 years ago | 18 comments

US tech stocks see sharp falls over AI cost fears(bbc.co.uk)

190 points by mindracer 14 days ago | 182 comments

BBC News report on US tech stocks falling sharply, led by Intel, Amazon, Reddit and Roblox, amid investor fears over rising AI build-out costs.

Anthropic IPO buyers see valuation as low as $1.1T(bloomberg.com)

274 points by dgellow 7 days ago | 544 comments

Bloomberg article reporting that prospective Anthropic IPO investors are discussing valuations of $1.1–1.3 trillion after a post-election market selloff.

Microsoft Cancels Leases for AI Data Centers, Analyst Says(finance.yahoo.com)

57 points by mgh2 1 year ago | 17 comments

Microsoft Set for Worst Quarter Since 2008(finance.yahoo.com)

9 points by dvfjsdhgfv 7 months ago | 6 comments

SPCX is now Wall Street's most shorted new stock(invezz.com)

37 points by lbrito 4 months ago | 36 comments

AI stocks slide as Texas governor result raises data center risks(cnbc.com)

33 points by 1659447091 9 days ago | 26 comments

CNBC article reporting AI-linked stocks fell overnight after Democrat Gina Hinojosa won the Texas governor's race on a platform of limiting data center development.

AI Companies Are Trying to Hide a Staggering Amount of Debt(futurism.com)

628 points by technewssss 3 months ago | 317 comments

Futurism article reporting that AI companies are using off-balance-sheet arrangements to hide large amounts of debt.

Global stocks tumble as AI panic grips markets after Democrats' midterm success(theguardian.com)

21 points by drayfield 7 days ago | 4 comments

Guardian business live blog covering a global stock sell-off driven by fears that Democrats' midterm wins will slow the AI and data centre investment boom.

AI isn't replacing SREs, it's deskilling them(newsletter.signoz.io)

579 points by dorianniemiec 14 days ago | 425 comments

A SigNoz newsletter essay arguing that AI-driven incident response risks deskilling site reliability engineers, drawing on Bainbridge's 'Ironies of Automation' and research from other fields.

AI companies in race to demonstrate their model most threatening to humanity(thecivilian.co.nz)

388 points by ljewalsh 1 month ago | 304 comments

Satirical news article from The Civilian claiming AI companies are competing to show their models are the most existentially threatening to humanity.

Closed AI models dominate the price-performance frontier(village.dev)

66 points by kevin_hu 7 days ago | 52 comments

Village research blog post using its LLM Atlas to show closed AI models now hold nearly all of the price-performance frontier, with open-weight models best at only 3% of budgets.