When AI Hype Meets Reality: A Reckoning in 6 Charts
https://www.wsj.com/tech/ai/when-ai-hype-meets-ai-reality-a-reckoning-in-6-charts-bf8043b4
Record capital expenditures and data-center planning are running up against the ground truths of physical infrastructure.
https://www.wsj.com/tech/ai/when-ai-hype-meets-ai-reality-a-reckoning-in-6-charts-bf8043b4
Record capital expenditures and data-center planning are running up against the ground truths of physical infrastructure.
Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses
https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-an-ugly-underside-openais-losses-fe7e3184
What’s only starting to become clear is that AI startups are also sinkholes for losses.
https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-an-ugly-underside-openais-losses-fe7e3184
What’s only starting to become clear is that AI startups are also sinkholes for losses.
AI's valuation problem reaches a 'mini panic moment'
https://finance.yahoo.com/news/ais-valuation-problem-reaches-a-mini-panic-moment-110046323.html/
https://finance.yahoo.com/news/ais-valuation-problem-reaches-a-mini-panic-moment-110046323.html/
AI Is Making Big Tech Weaker
https://www.wsj.com/tech/ai/ai-is-making-big-tech-weaker-6a12b0b7
Balance sheets and cash flows are showing the strain of AI investments and forcing investors to think about companies differently.
The hole lurking in big tech’s trillion-dollar AI blitz
https://www.telegraph.co.uk/business/2025/11/16/the-hole-lurking-big-techs-trillion-dollar-ai-blitz/
Fears grow that groundbreaking graphics processor technology will lose value faster than expected.
https://www.wsj.com/tech/ai/ai-is-making-big-tech-weaker-6a12b0b7
Balance sheets and cash flows are showing the strain of AI investments and forcing investors to think about companies differently.
The hole lurking in big tech’s trillion-dollar AI blitz
https://www.telegraph.co.uk/business/2025/11/16/the-hole-lurking-big-techs-trillion-dollar-ai-blitz/
Fears grow that groundbreaking graphics processor technology will lose value faster than expected.