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US news
fromFortune
1 month ago

Software selloff giving you deja vu? We've been here before, says Deutsche Bank, when the dotcom bubble began to burst | Fortune

Investors are rotating out of software and IT into energy, materials and consumer staples as AI threatens corporate software demand, yet markets remain broadly stable.
Artificial intelligence
fromFortune
4 months ago

Qualcomm CEO warns that 'everybody's playing to win' when it comes to an AI bubble | Fortune

AI represents a massive, underestimated opportunity with intense competition and unclear long-term winners, mirroring the unpredictable scale of the dotcom era.
#ai-bubble
fromFortune
5 months ago
Artificial intelligence

OpenAI board chair doubles down on CEO Sam Altman's belief we're in an AI bubble: 'A lot of people will lose a lot of money' | Fortune

fromFortune
5 months ago
Artificial intelligence

OpenAI board chair doubles down on CEO Sam Altman's belief we're in an AI bubble: 'A lot of people will lose a lot of money' | Fortune

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