The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

Jason Furman is as normal as economists get: He’s a Harvard professor. He was chairman of the White House Council of Economic ...

Two of Wall Street’s biggest firms say the AI boom is far from a speculative mania. Instead, BlackRock and Bank of America say this cycle is being driven by real corporate investment, earnings, and ...

The City of Ottawa’s decision to plough ahead with its bubble bylaw in spite of superior, if controversial, federal anti-hate legislation making its way through Parliament, is a waste of time and ...

Based on one estimate, empowering software and systems to make split-second decisions without human oversight is a $15.7 trillion global addressable opportunity by 2030. According to history, next-big ...

The history of AI shows how setting evaluation standards fueled progress. But today's LLMs are asked to do tasks without ...

Kevin Liu, chief offshore China and overseas strategist at CICC, says there is still a way to go before AI demand, investments, and valuations reach the levels seen at the peak of the dotcom-era ...

The leading approach to the simplex method, a widely used technique for balancing complex logistical constraints, can’t get ...

Big Tech's AI spending is soaring fast, mirroring the dot-com overbuild before the 2000 crash. Sharma warns that higher interest rates could burst this bubble. The AI frenzy that's driving markets and ...

Wall Street’s major indexes closed lower on Friday, and investors left technology for other sectors as Broadcom and Oracle fueled concerns about an AI bubble and rising U.S. Treasury yields added ...