4 days ago · it

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....

0 month ago · ai

The AI Bubble: Why I’m Getting Out Before 2026

!Cover image for The AI Bubble: Why I’m Getting Out Before 2026https://media2.dev.to/dynamic/image/width=1000,height=420,fit=cover,gravity=auto,format=auto/http...

1 month ago · it

오라클, 실망스러운 매출에 AI 거품론 커졌다

오라클이 클라우드 매출의 지속적인 성장을 보였지만, 투자업계의 기대치를 충족하지 못했다. AI 거품론......

1 month ago · ai

The AI Bubble Will Pop — And Why That Doesn’t Matter

How history’s biggest tech bubble explains where AI is headed next The post The AI Bubble Will Pop — And Why That Doesn’t Matter appeared first on Towards Data...

1 month ago · ai

Anthropic CEO weighs in on AI bubble talk and risk-taking among competitors

Anthropic's CEO shared his thoughts on the economics of AI and the risk-taking of competitors, saying some were 'YOLO-ing' with regard to spending....