AI Investment
The AI Gold Rush Is Over. The Productivity Boom Is Just Beginning.
The first AI wave was about chips and cloud. The next, more profitable wave, is about software that delivers measurable productivity gains.
The AI Bubble Warning: Why Google DeepMind’s Chief Thinks We’re Flying Too Close to the Sun
Google DeepMind’s CEO warns of an AI investment bubble. Is the hype outpacing reality? A deep dive into the risks and opportunities for the tech industry.
Sequoia’s Billion-Dollar Handshake: Why Their Landmark Investment in Anthropic Signals a New Era for AI
Sequoia Capital makes a landmark investment in AI safety pioneer Anthropic, signaling a new strategic direction and intensifying the generative AI arms race.
Decoding the AI Boom: Why a 1.1% Figure from JPMorgan is a Tectonic Shift for the US Economy
A key correction from JPMorgan reveals a stunning fact: AI spending drove over half of U.S. GDP growth in H1 2023. We decode what this means.
The Silent Guardian: How AI is Revolutionizing Retail Security and Protecting Investor Portfolios
AI is revolutionizing retail security, transforming it into a financial strategy that protects profits, boosts stock value, and reshapes investment.
AI’s Trillion-Dollar Gamble: Are We Building a Revolution or the Next Tech Bubble?
The AI investment boom is creating a mountain of debt. Are we building a revolution or repeating the mistakes of past tech bubbles like the dot-com era?
Level Up: Why the UK is Betting £12 Billion on AI and Video Games
The UK is injecting £12bn into R&D, with a major focus on artificial intelligence and video games, signaling a new era for tech innovation.
The $500 Billion Gambit: Decoding Amazon’s Potential Megadeal with OpenAI
Amazon is reportedly in talks to invest over $10bn in OpenAI, a move that could value the AI leader at $500bn and reshape the tech landscape.
The Trillion-Dollar Ghost: Why Singapore’s Sovereign Fund Cashed Out on Nvidia Too Soon
A deep dive into why Singapore’s sovereign wealth fund, Temasek, sold its Nvidia stock just before the AI boom, leaving billions on the table.
AI’s Trillion-Dollar Question: Is the Tech Boom an Echo of the Dot-Com Bubble?
Google’s CEO warns of “irrationality” in the AI investment boom. Is it a bubble? We break down the risks and what it means for tech professionals.
The AI Gold Rush: Are We Building on Bedrock or a Bubble?
Fund managers are sounding the alarm on the AI investment boom, with a majority believing companies are overspending on infrastructure. Is it a bubble?
The AI Spending Spree: Are We Building the Future or Just a Bubble?
Top fund managers fear a corporate AI spending bubble is forming. Discover what this means for tech professionals, startups, and the future of innovation.