5 Reasons AI is a Bubble (And 5 It’s Not)
The AI Daily Brief: Artificial Intelligence News and Analysis
Oracle's GPU Margins and What They Mean
Nathaniel introduces the Information's report on Oracle's low GPU gross margins and explores reactions and implications.
Today’s episode digs into a question that has been with us since ChatGPT launched: is AI a boom or a bubble? The conversation has surged this week after deals between OpenAI and AMD and Nvidia and xAI, as well as reports around the thinness of Oracle's margins. NLW breaks down five arguments on each side — from circular investments and overbuilt data centers to explosive real revenues and unprecedented demand. The discussion reveals how investor psychology, corporate strategy, and market timing are shaping the next phase of the AI economy.Brought to you by:
Is your enterprise ready for the future of agentic AI?
Visit AGNTCY.org
Visit Outshift Internet of Agents
Try Notion AI today with Notion 3.0 https://ntn.so/nlw
KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcasts
Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months
Insightwise - AI for the entire consulting lifecycle https://www.insightwise.ai/
Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/
Vanta - Simplify compliance - https://vanta.com/nlw
The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.
The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Interested in sponsoring the show? nlw@aidailybrief.ai
The AI-powered Podcast Player
