Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.

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

Jason Furman is as normal as economists get: He’s a Harvard professor. He was chairman of the White House Council of Economic ...

Abstract: The extensive adoption of cloud computing platforms in storing and processing data have brought forth a new age of efficiency in the way data is stored, processed and managed, requiring new ...

From climate change and regulation to supply chain scandals and tariffs, chaos reigned in sustainable fashion this year. But ...

Revenue -- $1.9 billion reported for the quarter, compared to prior sales cycles impacted by earlier U.S. COVID-19 vaccine ...

Is AI in a bubble? Explore the parallels with past market manias, the role of investor psychology, and the risks of aggressive financing in this transformative tech era. Read the full analys ...

Editor's take: Normal people are now shelling out hundreds of dollars for modest RAM upgrades, while the companies powering the AI boom are looking forward to even more market hysteria. And despite ...

In a rural pocket of northeastern Louisiana, Meta is building a $30 billion data center called Hyperion. The project highlights an opaque system of financing that's fueling fears of an AI bubble. Meta ...

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 ...

MUMBAI, Dec 5 (Reuters) - A potential artificial intelligence bubble will deflate faster than past tech cycles but give way to an even stronger rebound as corporate adoption catches up with ...