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Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date
It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]
Vercel breach exposes the OAuth gap most security teams cannot detect, scope or contain
One employee at Vercel adopted an AI tool. One employee at that AI vendor got hit with an infostealer. That combination created a walk-in path to Vercel’s production environments through an OAuth gr [...]
The limits of bubble thinking: How AI breaks every historical analogy
It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]
While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% [...]
Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings
Nvidia has cut its guarantee for OpenAI's planned data center in Ohio nearly in half, from $250 billion to just under $120 billion, after investors pushed back on the risk. Meanwhile, Anthropic i [...]
Investors warn of AI chip bubble as AMD and D‑Matrix keep the boom alive
Warnings of an AI chip bubble are growing louder, driven by the short lifespan of hardware and risky financing. At the same time, new investments and optimistic forecasts show the boom is not over yet [...]
