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The Other Bubble - Ed Zitronwww.wheresyoured.at/saaspocalypse-now/
584 sats \ 2 comments \ @kepford 1 Oct 2024 tech
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Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering
Nic Carter: the NVDA rally is unnerving, and not because of AI safety fearsx.com/nic__carter/status/1797635177973158182
3453 sats \ 21 comments \ @Scoresby 3 Jun 2024 econ
China Is Quickly Eroding America’s Lead in the Global AI Racewww.wsj.com/tech/ai/artificial-intelligence-us-vs-china-03372176?mod=djem10point
156 sats \ 11 comments \ @Solomonsatoshi 2 Jul 2025 AI
AI Agents Are Predicted to Increase the Software Market and Outstrip SaaSwww.goldmansachs.com/insights/articles/ai-agents-to-boost-productivity-and-size-of-software-market
348 sats \ 8 comments \ @k00b 2 Sep 2025 AI
The Week AI Shook Things — and Nvidia Showed Who's Boss
372 sats \ 1 comment \ @economy 24 Nov 2025 Stacker_Stocks
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
🏃‍➡️ Nvidia beats, investors retreat — again - Snackssherwood.news/snacks/newsletters/nvidia-beats-investors-retreat-again/
392 sats \ 0 comments \ @BlokchainB 27 Feb Stacker_Stocks AI
The Subprime AI Crisis - Ed Zitronwww.wheresyoured.at/subprimeai/
1734 sats \ 7 comments \ @kepford 1 Oct 2024 tech
AI under pressure: the race for $2 trillion in monetization by 2030
177 sats \ 1 comment \ @EconVerse 20 Dec 2025 Stacker_Stocks
Google tells employees it must double capacity every 6 months to meet AI demandarstechnica.com/ai/2025/11/google-tells-employees-it-must-double-capacity-every-6-months-to-meet-ai-demand/
214 sats \ 1 comment \ @jakoyoh629 22 Nov 2025 AI
Panic is sweeping through software and financial sector stocks globally.
274 sats \ 2 comments \ @economy 24 Feb Stacker_Stocks
Microsoft drops AI sales targets in half after salespeople miss their quotasarstechnica.com/ai/2025/12/microsoft-slashes-ai-sales-growth-targets-as-customers-resist-unproven-agents/
263 sats \ 0 comments \ @chaoticalHeavy 4 Dec 2025 AI
AI’s Overlooked $97 Billion Contribution to the US Economywww.wsj.com/opinion/ais-overlooked-97-billion-contribution-to-the-economy-users-service-da6e8f55
264 sats \ 0 comments \ @Coinsreporter 5 Aug 2025 econ
AI has pumped hyperscale – but how long can it last?www.theregister.com/2025/12/22/ai_hyperscale_capex_research/
177 sats \ 0 comments \ @0xbitcoiner 22 Dec 2025 AI
👀 All eyes on Nvidia - Snackssherwood.news/snacks/newsletters/all-eyes-on-nvidia/
99 sats \ 1 comment \ @BlokchainB 21 Nov 2025 Stacker_Stocks
Opinion: The AI bubble is looking worse than the dot-com bubble. (Market Watch)d.nostr.build/FCSWr8hJ2kUHMWEs.pdf
337 sats \ 7 comments \ @BlokchainB 23 Mar 2025 Stacker_Stocks
A new future of work: The race to deploy AI and raise skills in Europe and USwww.mckinsey.com/mgi/our-research/a-new-future-of-work-the-race-to-deploy-ai-and-raise-skills-in-europe-and-beyond
263 sats \ 7 comments \ @jakoyoh629 1 Jun 2024 BooksAndArticles
Dot-Com Peak Turning 25 (WSJ; Rolfe Winkler)www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
817 sats \ 2 comments \ @denlillaapan 10 Mar 2025 econ
Inside AMD's Yotta-Scale Roadmap for AI Infrastructureaimagazine.com/news/amd-outlines-yotta-scale-roadmap-for-ai-infrastructure
337 sats \ 3 comments \ @jakoyoh629 11 Jan AI Stacker_Stocks
IREN Secures $9.7bn AI Cloud Contract with Microsoftwww.globenewswire.com/news-release/2025/11/03/3178993/0/en/IREN-Secures-9-7bn-AI-Cloud-Contract-with-Microsoft.html
305 sats \ 1 comment \ @0xbitcoiner 3 Nov 2025 Stacker_Stocks
Software stocks are having their WORST month since the Great Financial Crisis.
114 sats \ 1 comment \ @GlobalMarketsInvestor 23 Feb Stacker_Stocks