The Great AI Bifurcation: Hardware Giants Soar While Enterprise Software Stumbles
Enterprise AI spending is up 35%, but the money is flowing to chips and infrastructure while software stocks crater
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AI's $800 Billion Circular Financing Problem: Bubble Warnings Grow Louder
Bill Gurley warns AI reset is coming while Norway's $2.1 trillion fund models a 35% crash. The problem: Nvidia invests in OpenAI, which buys more Nvidia chips.
Nvidia Ends the Investment Spree: $30B OpenAI and $10B Anthropic Stakes Will Be Its Last
Jensen Huang says the chipmaker is pulling back from AI lab investments as OpenAI prepares for IPO and Anthropic battles the Pentagon
Google VP: LLM Wrappers and Aggregators Face Extinction
Darren Mowry, who oversees Google's global startup program, says two hot AI business models are running out of road. The survivors will need deep moats.