qz
Is the AI boom actually a bubble? Here’s what analysts are saying

Tech’s latest rally has gone from earnings story to existential question, as analysts argue whether AI’s industrial buildout is sustainable or self-inflating [...]

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venturebeat
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 [...]

Match Score: 71.37

venturebeat
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 [...]

Match Score: 60.65

venturebeat
How Anthropic's Claude cuts SOC investigation time from 5 hours to 7 minutes

Integrating AI models directly into extended detection and response (XDR) platforms is delivering breakthrough improvements in SOC investigation speed and accuracy.In an exclusive interview with Ventu [...]

Match Score: 59.90

Destination
Engadget Podcast: iPhone 16e review and Amazon's AI-powered Alexa+

The keyword for the iPhone 16e seems to be "compromise." In this episode, Devindra chats with Cherlynn about her iPhone 16e review and try to figure out who this phone is actually for. Also, [...]

Match Score: 56.08

venturebeat
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% [...]

Match Score: 47.41

Destination
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 [...]

Match Score: 45.49

venturebeat
Anthropic rolls out Claude AI for finance, integrates with Excel to rival Microsoft Copilot

Anthropic is making its most aggressive push yet into the trillion-dollar financial services industry, unveiling a suite of tools that embed its Claude AI assistant directly into Microsoft Excel and c [...]

Match Score: 30.52

venturebeat
AI denial is becoming an enterprise risk: Why dismissing “slop” obscures real capability gains

Three years ago this week, Chat GPT was born. It amazed the world and ignited unprecedented investment and excitement in AI. Today, ChatGPT is still a toddler, but public sentiment around the AI boom [...]

Match Score: 30.27

Destination
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 [...]

Match Score: 28.26