Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date

Zero switching costs: Most wrapper companies don't own proprietary data, embedded workflows or deep integrations. A customer ...
Milwaukee Journal Sentinel

AI bubble may burst by the time Wisconsin data centers open | Letters

Data center projects in DeForest, Mount Pleasant, and Port Washington have raised understandable concerns from residents. It makes sense to be skeptical of big companies claiming job and revenue ...
Insider Monkey

Jim Cramer Says the Bubble in the Data Center “Burst Two Months Ago for All But Google”

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer talked about recently. Cramer mentioned the company while discussing the talks of a bubble in the data center business, as he remarked: ...
Wall Street Journal

CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears

CoreWeave CRWV3.96%increase; green up pointing triangle, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks. The ...
Benzinga.com

The Fed Could Tip AI From Boom To Bubble Next Year, Alpine Macro Warns

The question of whether the rally in AI stocks has turned into a bubble has been top of mind for investors lately. Wall Street investment banks have offered very different explanations: some warn that ...
Search Engine Land

Google launches Data Manager API

Google’s new Data Manager API gives advertisers a simpler, centralized way to feed first-party data into its AI systems. Google is rolling out a new Data Manager API that lets you plug first-party ...
WLRN

Meta is building a massive data center. Why it's fueling fears of an AI bubble

Meta is building a $30 billion data center called Hyperion in a rural pocket of northeastern Louisiana. I love that we're covering this. I'm fascinated by this thing. Wailin Wong and Darian Woods of ...
CoinDesk

Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.

Crypto asset management firm CoinShares (CS) said the digital asset treasury (DAT) bubble has largely burst, with some firms that traded at 3x to 10x their market net-asset value (mNAV) in summer 2025 ...
Reuters

Indian data center operator Sify Infinit Spaces bets on AI boom but wary of bubble

BENGALURU, Dec 3 (Reuters) - Sify Infinit Spaces (SIFY.NS), opens new tab, set to become India's first listed data center operator, sees AI driving demand for computing power but is tempering future ...
Forbes

OpenAI Data Breach Exposes User Data. Here’s What To Do Immediately

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. A few days ago, on November 26th, right before Thanksgiving, OpenAI, the maker of ChatGPT, ...
Bleeping Computer

OpenAI discloses API customer data breach via Mixpanel vendor hack

OpenAI is notifying some ChatGPT API customers that limited identifying information was exposed following a breach at its third-party analytics provider Mixpanel. Mixpanel offers event analytics that ...