When the AI Bubble Bursts, Working Families Will Pay the Price

What Happens When the AI Bubble Blows Up on Main Street?

ShareThe number one most-read story in the Financial Times yesterday was headlined, “Nvidia shares fall on signs Google gaining upper hand in AI.” It turns out that Google’s AI software/product is doing about as well as its competitors but isn’t using Nvidia’s “must have” AI super-chips, shocking the market. But even with that, we ain’t seen nothing yet: get ready for the Moores’ Law shock and a few others that seem increasingly inevitable. For …

When the AI Bubble Bursts, Working Families Will Pay the Price

When the housing bubble burst, approximately 10 million Americans lost their homes. What will we lose this time?

What happens when AI's infrastructure outpaces demand?

The AI bubble may soon burst. When and if it does, what happens to all that hardware and infrastructure? And will there be bargains for CIOs?

The Mountain View Exception: How Alphabet Engineered Its Way Out of the AI Bubble Narrative

In the high-stakes theater of Silicon Valley, a narrative shift is underway that few anticipated just a quarter ago. While the broader technology sector grapples with the specter of an "AI bubble," triggered by fears of runaway spending and elusive returns, one incumbent is quietly rewriting the script. Someone, it seems, forgot to tell Google that the party was supposed to be over. In what has been a brutal month for technology equities—particu…