The murky economics of the data-center investment boom
https://www.economist.com/business/2025/09/30/the-murky-economics-of-the-data-centre-investment-boom
How similar is it to the 1990s telecoms bubble?
https://www.economist.com/business/2025/09/30/the-murky-economics-of-the-data-centre-investment-boom
How similar is it to the 1990s telecoms bubble?
The $100bn deal sparking fears of a dotcom-style crash
https://www.telegraph.co.uk/business/2025/09/24/100bn-deal-signals-ai-bubble-burst/
Nvidia’s eye-watering investment in OpenAI has experts worrying that the AI bubble is about to burst.
https://www.telegraph.co.uk/business/2025/09/24/100bn-deal-signals-ai-bubble-burst/
Nvidia’s eye-watering investment in OpenAI has experts worrying that the AI bubble is about to burst.
How Nvidia Is Backstopping America’s AI Boom
https://www.wsj.com/tech/ai/how-nvidia-is-backstopping-americas-ai-boom-875c1346
The chipmaker’s partnership with OpenAI has helped reset market expectations about the startup’s finances.
https://www.wsj.com/tech/ai/how-nvidia-is-backstopping-americas-ai-boom-875c1346
The chipmaker’s partnership with OpenAI has helped reset market expectations about the startup’s finances.
Why Nvidia Is Spending So Much Money
https://www.wsj.com/tech/why-nvidia-is-spending-so-much-money-309dfae3
Its growing cash pile has to be put to work somehow, and M&A looks off the table.
https://www.wsj.com/tech/why-nvidia-is-spending-so-much-money-309dfae3
Its growing cash pile has to be put to work somehow, and M&A looks off the table.
America’s top companies keep talking about AI — but
can’t explain the upsides
https://www.ft.com/content/e93e56df-dd9b-40c1-b77a-dba1ca01e473
FT analysis of hundreds of filings suggest the S&P 500 businesses are clearer about the risks than benefits.
https://www.ft.com/content/e93e56df-dd9b-40c1-b77a-dba1ca01e473
FT analysis of hundreds of filings suggest the S&P 500 businesses are clearer about the risks than benefits.
What if the $3trn AI investment boom goes wrong?
https://www.economist.com/leaders/2025/09/11/what-if-the-3trn-ai-investment-boom-goes-wrong
Even if the technology achieves its potential, plenty of people will lose their shirts.
What if the AI stock market blows up?
https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up
https://www.economist.com/leaders/2025/09/11/what-if-the-3trn-ai-investment-boom-goes-wrong
Even if the technology achieves its potential, plenty of people will lose their shirts.
What if the AI stock market blows up?
https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up
How America’s AI boom is squeezing the rest of the economy
https://www.economist.com/finance-and-economics/2025/08/18/how-americas-ai-boom-is-squeezing-the-rest-of-the-economy
The AI Boom’s Hidden Risk to the Economy
https://www.wsj.com/economy/the-ai-booms-hidden-risk-to-the-economy-731b00d6
The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
https://www.economist.com/finance-and-economics/2025/08/18/how-americas-ai-boom-is-squeezing-the-rest-of-the-economy
https://www.wsj.com/economy/the-ai-booms-hidden-risk-to-the-economy-731b00d6
The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
https://www.project-syndicate.org/commentary/ai-investment-boom-pointless-unless-boosts-productivity-by-jim-o-neill-2025-09
If all those pushing AI want it to serve society, they should develop a serious, clear, evidence-based plan to ensure that the technology contributes to productivity growth where it is needed most. Otherwise, we all must ask what the current massive sums of investment are for.
AI, Baumol, and the Healthcare Hump
https://www.haver.com/articles/ai-baumol-and-the-healthcare-hump