AMD CEO Lisa Su Says Concerns About an AI Bubble Are Overblown
AMD CEO Lisa Su recently addressed concerns about an AI bubble, insisting the fears are exaggerated. She emphasized the growing demand for chips in AI development, positioning AMD as...
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AWS CEO Matt Garman Wants to Reassert Amazon’s Cloud Dominance in the AI Era
AWS CEO Matt Garman is pushing Amazon to strengthen its cloud leadership through AI advancements, emphasizing infrastructure upgrades and workforce adjustments. Amazon has allocated $50 billion for U.S. government...
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This Thanksgiving’s real drama may be Michael Burry versus Nvidia
The article examines Michael Burry’s recent warnings about an AI industry bubble, comparing his analysis to past market crashes. Burry, known for predicting the 2008 crisis, now focuses on...
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Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talk
Nvidia’s third-quarter revenue reached $57 billion, surpassing Wall Street expectations with a 62% year-over-year increase. The data center segment drove record revenue of $51.2 billion, highlighting strong demand for...
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Hugging Face CEO says we’re in an ‘LLM bubble,’ not an AI bubble
Hugging Face CEO Clem Delangue warns about an ‘LLM bubble’ rather than an AI bubble, suggesting large language models may face a crash soon. He argues that LLMs are...
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‘Odd Lots’ Cohost Joe Weisenthal Has Predictions About How the AI Bubble Will Burst
The article explores how AI’s energy demands and geopolitical tensions are reshaping global dynamics, with a focus on U.S.-China competition and national sovereignty. Katie Drummond’s analysis highlights AI’s role...
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Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical
Nvidia CEO Jensen Huang dismissed concerns about an AI bubble during a recent earnings call, arguing that the company’s chips are essential for powering the global AI revolution. Despite...
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