Jensen Huang says that AI is already bringing economic benefits and needs more investment, and “the AI bubble comes about because the investments are large”
Jensen Huang says that AI is already bringing economic benefits and needs more investment, and “the AI bubble comes about because the investments are large”
Jensen Huang called for higher investments to further spread the technology across developed and emerging economies
Q&A with Kara Swisher on Sam Altman's determination to “do anything to make OpenAI win”, Elon Musk, the tech industry's Trump pivot, and more
After a year of dominating mega-deals and driving stock-market gains, the tech industry is poised for a pivotal 2026 that centers largely … X: @x_delcourt , @business , @business , and @aogarza Bluesk...
An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthr...
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howard...
The top 10 US tech billionaires collectively added $550B+ to their combined net worth in 2025, reaching $2.5T by December 24, up from $1.9T at the year's start
NVIDIA's revenue exploded from ~$61B in FY2024 to ~$120B run-rate exiting 2025, roughly ~95% YoY growth at the peak. … Bluesky: @thebluenami.is.democrat : m@ga been trained to obey every word from the...
Q&A with Harvard economist Jason Furman, who consults for OpenAI, on the similarities between the AI boom and the dot-com era, AI's impact on jobs, and more
A leading economist isn't overly concerned about the fallout from the AI bubble bursting, if it happens. But first... Three things to know:
Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment
In the AI boom, no tech giant has gone all-in like Oracle. … Bluesky: Patrick Howell O'Neill / @patrickhowelloneill.com : I'm a simple ma who finds Oracle to be kind of a baffling company, this story ...
Q&A with IBM CEO Arvind Krishna on why there's no AI bubble, his view that Watson's health care push was “inappropriate”, IBM's quantum computing bet, and more
Today, I'm talking with Arvind Krishna, the CEO of IBM. IBM is a fascinating company.