Oracle Triggered the Implosion of the AI Bubble(medium.com)
10 points by mpweiher | 10 comments
A Medium member-only opinion article in the Predict publication arguing that Oracle has triggered the collapse of the AI investment bubble.
#ai-investment on Hacker News
11 stories tagged ai-investment, newest first.
Big Tech's Capex Is Half of Wall Street's Profit Growth(inlevel9.com)
3 points by speckx | 0 comments
An article arguing that Big Tech's capital expenditure accounts for roughly half of Wall Street's corporate profit growth.
AI needs $6T in annual revenue to justify data centre boom(thenationalnews.com)
158 points by Betelbuddy | 191 comments
The National news article reporting that the AI industry would need about $6 trillion in annual revenue by 2031 to justify the data centre build-out.
Nvidia is the central bank of AI(economist.com)
545 points by tolugenius | 385 comments
An Economist briefing arguing that Nvidia acts like a central bank for the AI industry by financing its customers, and asking whether those loans will prove sound.
Google plans to invest up to $40B in Anthropic(bloomberg.com)
776 points by elffjs | 761 comments
Bloomberg news article reporting that Google plans to invest up to $40 billion in AI company Anthropic.
Please Don't Say Mean Things about the AI I Just Invested a Billion Dollars In(mcsweeneys.net)
478 points by randycupertino | 211 comments
A McSweeney's humor piece by Forest Abruzzo satirizing an investor who pleads with people not to criticize the AI he invested a billion dollars in.
OpenAI's cash burn will be one of the big bubble questions of 2026(economist.com)
439 points by 1vuio0pswjnm7 | 621 comments
An Economist leader article arguing that OpenAI's cash burn will be a key question about an AI investment bubble in 2026.
OpenAI, Nvidia fuel $1T AI market with web of circular deals(bloomberg.com)
337 points by 1vuio0pswjnm7 | 234 comments
Bloomberg feature on how OpenAI's deals with Nvidia, AMD and others form a web of circular investments fueling a $1 trillion AI market.
95% of Companies See 'Zero Return' on $30B Generative AI Spend(thedailyadda.com)
325 points by speckx | 311 comments
News article reporting an MIT study finding that 95% of companies get zero return from $30 billion in generative AI spending, with only 5% of projects delivering value.
Amazon to invest another $4B in Anthropic(cnbc.com)
624 points by swyx | 350 comments
CNBC news article reporting that Amazon will invest another $4 billion in AI startup Anthropic, a major rival to OpenAI.
Google to invest up to $2B in Anthropic(reuters.com)
356 points by fofoz | 338 comments
Reuters news article reporting that Google agreed to invest up to $2 billion in OpenAI rival Anthropic, published October 27, 2023.