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WSTS

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// recent coverage 2 mentions

15:51
2026-08-08
siliconangle.com
artificial-intelligence

Forecasting the AI bubble: When scarcity turns to surplus

The AI bubble will not burst because AI fails but because deployable supply and capital commitments grow faster than monetizable demand, according to Breaking Analysis. Global semiconductor revenue is…

05:55
2026-06-28
pebblebed.com
ai-infrastructure

On Computers

The computer-brain industry (CPU, memory, accelerators) grew from a $15B niche in 1984 to a $350B heavy industry in 2025, nearly doubling from $200B in 2020, driven by AI boom datacenter construction.…

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