The failed Oracle-Blue Own data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

AI stock valuations in public markets are largely reasonable. Read why smaller firms in networking and cooling could be ...

All of this suggests that, in 2026, we might not see an actual AI bubble bursting -- but we could start to see the emergence of AI winners and losers. And while even the strongest AI players may ...

Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But for AI’s ...

China’s powerful economic-planning agency warned of the risks of a bubble forming in the country’s humanoid robotics industry, issuing a rare official expression of concern about a pivotal sphere of ...

Ray Dalio spied the dotcom bubble early. “We’re approaching a blow-off phase of the US stockmarket,” said the founder of Bridgewater, one of the world’s biggest hedge funds. Peter Lynch, the ...

Forbes contributors publish independent expert analyses and insights. Tim Bajarin covers the tech industry’s impact on PC and CE markets. Over the past three years, I’ve watched the tech industry ...

Walking the exhibition floor at Web Summit alongside the other 70,000 plus attendees, it was hard not to feel like you were in the center of the much-discussed AI bubble. Amid a cacophony of ...

The history of AI shows how setting evaluation standards fueled progress. But today's LLMs are asked to do tasks without ...

Paolo Ardoino says AI hype may ripple into Bitcoin markets, but doesn't expect sharp crashes as seen in 2022 amid growing ...