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Citiraj:

Analysts, researchers, and even some tech giants have repeatedly warned that today's AI business is becoming a bubble. A big chunk of all AI investments currently mean purchasing Nvidia's processors, and the company is working to secure its position with a flurry of new partnerships. Unsurprisingly, Nvidia's CEO is among the few who openly dismiss claims that a bubble exists.
Nvidia CEO Jensen Huang recently told Bloomberg he doesn't believe the recent AI boom has become a bubble, breaking with months of warnings from across the business world. Speaking at the company's GTC conference in Washington DC, he characterized the current moment as a virtuous cycle.

> Techspot

Šokiran sam, CEO tvrtke koja ima najviše koristi od AI balona, negira da AI balon postoji.

Nego što bi drugo rekao!? Ukoliko kaže bilo što, što bi i dalo naslutiti da bi moglo biti problema, ode cijena dionica dolje u sekundi.

Bez komentara :D

Citiraj:

After being accused of illegally torrenting pornography to train its AI systems, Meta is asking a court to throw out the case because the content was likely for "personal use." Meta also claims there is no evidence of it using adult images or video to train its AI systems.
We've seen several instances of AI companies being hit with lawsuits. Meta was served with another of these complaints in July, filed by Strike 3 Holdings and Counterlife Media, makers of popular adult entertainment brands such as Vixen, Tushy, Blacked, and Deeper.
According to TorrentFreak, the companies allege that Meta downloaded at least 2,369 of their movies since 2018 to train its AI.

> Techspot

Citiraj:

Despite the associated concerns, Meta is increasing its AI spending. After announcing financial results that were heavily impacted by a massive tax bill, the company said its AI infrastructure spending will continue to rise and capital expenditure in 2026 will be "notably larger" than in 2025.
Meta just reported $51.24 billion in quarterly revenue, up 26% YoY and beating both Wall Street's and its own expectations for Q3. But its earnings per share (EPS) of $1.05 was far below Wall Street's expected $6.70.
The drop in EPS was due to a one-time non-cash income tax charge of $15.93 billion. Without that expense, EPA would have been $7.25.

> Techspot

> Nvidia CEO Jensen Huang recently told Bloomberg he doesn't believe the recent AI boom has become a bubble

Može se ova rečenica shvatiti na više načina. Istina je da "recent AI boom" nije balon, već je kompletni "AI boom", od prve sekunde kada su to počeli s tim nazivom gurati na tržištu, bio balon.

Ovo je sve legit.
https://fortune.com/2025/10/07/data-...ard-economist/

Citiraj:

U.S. GDP growth in the first half of 2025 was almost entirely driven by investment in data centers and information processing technology, according to Harvard economist Jason Furman. Excluding these technology-related categories, Furman calculated in a Sept. 27 post on X.com GDP growth would have been just 0.1% on an annualized basis, a near standstill that underlines the increasingly pivotal role of high-tech infrastructure in shaping macroeconomic outcomes.

Furman’s findings, shared online and echoed by financial analysts including Robert Armstrong of the Financial Times‘ Unhedged (the same writer who coined the term “TACO trade’), echo several months of observations on the remarkable surge in data-center infrastructure. In August, Renaissance Macro Research estimated, to date in 2025, the dollar value contributed to GDP growth by AI data-center buildout had surpassed U.S. consumer spending for the first time ever. That’s remarkable considering consumer spending is two-thirds of GDP.