The Washington Post reports that Big Tech's massive AI spending is straining finances, with Google spending $1.15 for every dollar of cash generated in the past three months, and five leading AI compa…
Columbia University economic historian Adam Tooze said on his podcast Ones and Tooze that the AI boom is upending the social contract under capitalism, and he is baffled that Elon Musk's trillionaire …
Asia's AI boom, driven by tangible chip demand from U.S. tech giants, is fundamentally different from the dot-com bubble, with TSMC and Samsung Electronics joining the trillion-dollar market cap club.…
The Bank for International Settlements warns that the AI boom is complicating central bankers' ability to maintain stable prices, a strong job market, and a sound financial system by blurring traditio…
Credit default swaps on bonds from Oracle, Nvidia, and Apple are surging, with Oracle's CDS trading around 200 basis points and Nvidia's at 78 bps, signaling deepening investor anxiety about when mass…
The Bank for International Settlements warned on Tuesday that the artificial intelligence boom is blurring the economic signals central banks rely on to set interest rates, creating a dual shock to bo…
Hyperscaler-related debt issuance has crossed the $1 trillion mark as Alphabet, Amazon, Meta, Microsoft, and Oracle collectively commit roughly $1.6 trillion in capital expenditures from 2023 to 2026,…
Nvidia is financing up to $50 billion in leases at Hut 8's Beacon Point data center campus in Nueces County, Texas, a 1-gigawatt site designed around Nvidia's DSX reference architecture, according to …
Hedge fund manager Michael Burry increased bearish wagers on AI-linked stocks including Nvidia and Micron Technology, testing Beijing's stock market support as Moody's warned of debt risks from hypers…
The Bank for International Settlements warns that the AI capex boom is faster than historical investment cycles including canal mania, railways, electrification, and dotcom, with AI investment reachin…
Global investors poured a near-record $120.8 billion into U.S. stocks in May, the second-highest monthly inflow ever, according to Treasury International Capital data, driven by a fear of missing out …
S&P Global downgraded Oracle's credit rating from BBB to BBB-, one notch above junk, citing massive AI infrastructure investments that are driving debt and capital requirements. S&P forecasts a free c…
AI's rapid expansion is hitting economic turbulence as infrastructure costs balloon and profits flatline, with the Bank for International Settlements warning of parallels to past tech booms. Hyperscal…
The Bank for International Settlements warned that an AI-driven selloff could quickly spread to credit markets and squeeze smaller firms, drawing parallels to the dot-com bubble. The BIS flagged over …
The CEO of Dubai's Virtual Assets Regulatory Authority argues that financial regulators, not technology, will determine how quickly AI transforms finance. Regulators must build new supervisory tools f…
The Bank for International Settlements warned that the AI bubble could pop and take down the global economy, while Oracle has lost over 40% of its share value in the past month and outlined risks to i…
The Bank for International Settlements is amplifying bubble warnings as tech investors face a volatile summer amid sky-high valuations, with Founders Fund's Trae Stephens saying prices are 'untethered…
Dutch Central Bank chief Olaf Sleijpen argues that massive AI investments will cause short-term inflation but eventually pay for themselves through productivity gains. Sleijpen, who also sits on the E…
The Bank for International Settlements warned that the AI frenzy adds risks to an already vulnerable global economy, while a new report shows 37% of recent first-time buyers regret their mortgage size…
The Bank for International Settlements warned in its annual report that the $1 trillion AI investment boom risks ending in a bust reminiscent of historical bubbles like the dot-com crash, as hyperscal…