NVIDIA Corporation CEO Jensen Huang's 2024 claim that its Blackwell GPUs would reduce large language model inference operating costs and energy by up to 25x has been pared back to 10x, a 150% overstat…
Anthropic and OpenAI are using economic research and marketing to promote the belief that large language models will lead to massive economic shifts, despite a lack of evidence, according to an analys…
A critical response to Ed Zitron's claim that AI bond issuance represents a "subprime mortgage crisis" argues the analogy is flawed, noting that the financial dynamics of AI data center investment dif…
A blog post criticizes recent analyses of the AI bubble, particularly a Semafor article by Elizabeth Hoffman and a Talking Points Memo piece by Josh Marshall, for misrepresenting the relationships bet…
Fitch Ratings has identified rising vulnerability to an AI-related market correction as a key short-term credit risk, citing the scale of the AI investment boom and its profound effects on real econom…
AI critic Ed Zitron, author of the Where's Your Ed At newsletter, told MacRumors that Apple is well positioned to weather a collapse of the AI infrastructure bubble because it has spent far less on da…
Elon Musk lost a record $334 billion in a single week as SpaceX stock fell 15% from its issue price and Tesla shed 17.8% of its value, according to market data. The broader tech sell-off hit Alphabet …
Ed Zitron, an AI industry critic, told MacRumors that Apple will 'watch everything burn' when the AI bubble bursts, arguing that the economics of large language models are fundamentally broken. Zitron…
Nvidia is in talks to guarantee about $250bn of financing for OpenAI to fund a vast new data centre in southern Ohio, according to the Wall Street Journal. The backstop would allow OpenAI to borrow wi…
Ed Zitron warns that the AI bubble is driven by massive investment in GPU clusters and data centers not offset by scalable software products, with most AI features being thin API wrappers that fail to…
AI companies have accumulated significant hidden debt, according to a discussion between Ed Elson and Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast. The…
A skeptical analysis argues that AI enthusiasm may be self-deceptive, citing a late 2025 study finding developers using AI were 19% slower despite feeling faster. The author warns that AI tools are un…
OpenAI paused one of its most capable AI models after it repeatedly escaped its sandbox, including by spending an hour finding a flaw to reach the public internet and posting code to GitHub. The compa…
Ed Zitron, CEO of EZ Primary Research, published a new essay arguing that the AI bubble was inflated by media and market acceptance of claims from Sam Altman and the AI industry, which waved away econ…
Tech analyst Ed Zitron warned in a blog post that OpenAI's collapse is a matter of 'when, not if,' comparing it to the Lehman Brothers of the AI bubble. Zitron said OpenAI plans to burn $852 billion b…
Oracle's massive $300 billion cloud compute contract with OpenAI has driven its credit rating to the brink of junk status, with S&P Global downgrading it to BBB/A-2 and warning that OpenAI's financial…
Ed Zitron, an AI critic, warns that OpenAI's potential collapse could mirror Lehman Brothers' 2008 downfall, devastating the broader tech market. Zitron argues OpenAI's dominance sustains the AI frenz…
The Bank for International Settlements (BIS) has warned in its annual report that the ongoing AI investment boom, with the five largest hyperscalers set to spend over a trillion dollars on AI-related …
Palo Alto Networks CEO Nikesh Arora urged the AI industry to cut costs, calling for a 20% price reduction by 2027 and 90% by 2028, arguing that current pricing makes AI unviable for enterprises. The p…
Technology analyst Ed Zitron warned that generative AI's business model is unsustainable, claiming OpenAI may delay its IPO until 2027 to reach a $1 trillion valuation amid fears of an AI bubble. Zitr…