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The current AI data-center build-out is distinct from the dot-com bubble in four key ways, Bank of America analysts say.

A growing chorus of voices is warning there could be an AI bubble, as companies with their fortunes closely tied to the technology see their valuations skyrocket. High-profile figures, from ...

A spate of unusual deals within the AI ecosystem has recently fueled concern that the AI boom is actually an AI bubble, but ...

Inflation risks are rising due to tariffs and retailer price hikes. AI infrastructure spending is surging, echoing the Dot ...

The question isn't whether an AI bubble is about to burst, but how San Francisco will handle what comes next, and what the ...

OpenAI may very well be the hottest start-up of all time—and there is a long line of investors looking to back them—but a trillion dollars is, to put it succinctly, nuts. It’s roughly 3.4% of 2024 U.S ...

Despite this surge in investment, many AI firms are yet to deliver consistent revenue, let alone profit. As we know from last decade’s tech boom, it pays to get in early if you pick the right company ...