Yes, there’s an artificial intelligence bubble, no denying that anymore — so the question becomes, “Will it burst, and when?” You’d be forgiven for thinking it could happen soon, given the continuing, seemingly never-ending funding of and spending by AI model makers, AI processor makers, chip equipment makers — the list goes on. And some ...

Maybe Nvidia ultimately won’t win the entire AI enchilada, even as it reminded everyone this week that it offers everything you need to build AI factories. This week, Advanced Micro Devices also announced a raft of new graphics processing units, central processing units and other processors for physical AI and robotics. Nvidia may need to look over ...

You know a technology is getting serious acceptance when even people in the business shift from telling the government to butt out to calling for more regulation. This is where we’re at with artificial intelligence today. A raft of AI leaders and economists this week called for a new regulatory approach to AI in part ...

Just when you thought the artificial intelligence model race might slow down, it starts up again double-time. This week alone brought new models and related services from OpenAI (twice), Meta (also twice), SpaceXAI, Anthropic and a raft of Chinese companies. And Microsoft, which released a flurry of seven models last month, intends to ditch OpenAI’s ...

OpenAI reportedly has floated giving the U.S. government a 5% stake in the company, perhaps the start of a series of such stakes in other AI companies as well. This no doubt has traditional anti-industrial-policy Republicans, all apparently dead now, spinning in their graves, because it’s a dumb idea for all sorts of reasons — ...

Even though investors are getting wary of chip stocks, prompting a two-day tech selloff this week, memory-chip maker Micron had a monster quarter and its shares jumped almost 16% Thursday. On top of that, South Korean memory chipmaker SK hynix filed for a U.S. IPO. The flip side of memory’s latest boom: Most electronic devices suddenly ...

Databricks may keep refusing to go public, but this week it wasn’t shy about proclaiming its intentions to be a central player in artificial intelligence. At its annual Data + AI conference in San Francisco this week, it made the case that AI agents can become the next-generation system of record for enterprises, which software-as-a-service ...

Blastoff! Elon Musk’s SpaceX went public Thursday evening and raised a stunning $75 billion, easily an all-time record. Investors bid the stock up 19% over the $135 asking price Friday morning, then shares closed at about $161, giving the company a valuation $2.1 trillion. It’s likely to bode well for other AI-related offerings to come ...

No sooner did Anthropic file for its initial public offering of stock this week than it then put out a missive suggesting that AI model makers need to slow down to let us catch our breath — or else AI can improve itself so fast that human society won’t be able to handle the results. ...

Hardware firms are cleaning up bigtime as enterprises and cloud providers can’t get enough computing power for their artificial intelligence dreams. Dell Technology’s stock closed Friday up an incredible 33%. That’s thanks to an 88% jump in revenue almost unheard-of for a established company of this size, thanks to all the AI servers it’s selling. NetApp got ...