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Wall Street can’t seem to make up its mind about whether the current AI wave is a bubble. Some analysts are firmly in the bubble camp. Bridgewater Associates founder Ray Dalio warned Monday that the AI boom is “now in the early stages of a bubble,” estimating it’s at about 80% of the euphoria that…

For years, rumors have swirled about OpenAI’s plans to build a massive data center project codenamed Stargate. Those plans were formalized in a January 2025 White House event in which OpenAI CEO Sam Altman, flanked by Oracle and SoftBank top brass, described plans to bring those dreams to fruition. But in the months since, conflicting…

Following the surprising surge of DeepSeek’s reasoning-savvy genAI, Big Tech companies skidded over renewed questions regarding enormous AI investments. But Amazon is responding to DeepSeek’s claims of cheaper AI training by massively increasing its capital expenditures. CEO Andy Jassy contended that lower technology costs do not translate into reduced spending, underlining the firm’s strategy to…

“The next frontier of AI is physical AI. Imagine a large language model, but instead of processing text, it processes its surroundings. Instead of taking a question as a prompt, it takes a request. Instead of producing text, it produces action tokens.” — Jensen Huang, CEO NVIDIA For too long, AI has been trapped in…