Since Nvidia agreed last month to invest $100 billion in its customer OpenAI, investors and analysts who follow artificial intelligence have awakened to that industry’s circularity.

One big question is haunting the bull market of 2025: Are we in an artificial-intelligence bubble that resembles the dot-com investment boom of the 1990s?

According to a new report by Forbes, these AI deals have caused the rise in valuations of companies such as Oracle, OpenAI and Nvidia. As a result, the billionaire founders, executives and investors ...

Tech giant Nvidia has been caught in the middle of international trade tensions as the standoff between the United States and China continues to escalate.

Analysts are getting even more bullish on market leaders, with more upgrades for NVIDIA and AMD. Firms like Morgan Stanley, TD Cowen, and Citi just raised their price targets, thanks again to progress ...

Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI .... - Read more from ...

Driven by tech dollars and demand, nuclear fusion might soon be available to power artificial intelligence. To get a sense of the energy needs of AI, look at the size of the datacenters Big Tech is ...

And they’re right to do so: The sheer levels of investments AI and related infrastructure have a poignant precedent in the dotcom bubble and its subsequent crash. The stock market of the late 90s and ...

Kevin Pathrath an other warn of an AI Bubble and AI Ponzi with a potential 80% collapse. The core of the argument is the circular financing structure of the ...

Circular AI investments among Nvidia, OpenAI, and AMD echo the dot-com bubble, a setup that could spill over to hurt Bitcoin and crypto.

Brent Thill from Jefferies recently said in a CNBC program that the timing of Oracle Corp (NYSE:ORCL) appointment of co-CEOs is right and the company is at the beginning of the AI wave.

SoftBank plans a $5B investment in OpenAI, funded by a margin loan backed by its Arm shares, deepening its commitment to the AI infrastructure arms race.