As noted in my last submission, the debate over the sustainability of AI related spending and whether the share prices of the companies leading the charge in the field are in a bubble heated up ...

Megawatts are still trading hands, and the AI trade is very much alive, according to investment banker Joe Nardini, as miners ...

Big Tech’s huge investment in artificial intelligence is making investors nervous. But the technology continues to advance, buoying the bulls.

I grew up in a household which embraced tech early. My dad was a software engineer during the internet’s rise. I think there has always been a computer in my household, and I learnt how to use prompts ...

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

Soaring AI investment and valuations fuel talk of a bubble, even as industry leaders give contrasting opinions.

Biohaven (NYSE:BHVN) just put fresh BHV-1510 data in front of oncologists at the ESMO Immuno Oncology Congress, showing early but attention grabbing responses across several hard to treat tumors when ...

"The Thinking Machine" was just crowned the FT and Schroders business book of the year because Witt got deep inside the "once ...

The Thursday letters is very dubious about the prospects of the FIFA x Netflix game, as another reader falls in love with ...

In my last column, I wrote about the emerging research on the impact of generative AI on the ability of people in ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.

Whenever he got stuck, I answered his questions, drawing either on my own programming knowledge or on A.I. He finished a rudimentary version of the game in about an hour. In the following weeks, with ...