Leveraging AI 247 | AI bubble sirens: the $8 T bill, OpenAI’s “code-red” scramble, Anthropic Opus 4.5 dethrones Gemini 3, AWS rolls out Frontier Agents — and more AI news for the week ending on December 5, 2025
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Dec 6, 2025 This week's discussion dives into the potential $8 trillion AI infrastructure bill and the internal ‘Code Red’ at OpenAI as they shift focus amidst rising concerns. Anthropic raises alarms about overinvestment and market risks related to tech giants. Explore the surprising decline in enterprise AI adoption despite soaring corporate spend, Microsoft’s revised AI sales outlook, and the rise of Anthropic Opus 4.5 as a top coding model. With political pressures and calls for regulation mounting, the future landscape of AI remains uncertain.
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The $8 Trillion Infrastructure Risk
- Arvind Krishna warns that 100 gigawatts of AI capacity implies an $8 trillion infrastructure bill and unsustainably high capital needs.
- He estimates a five-year refresh cycle that forces massive recurring reinvestment, compressing ROI timelines.
YOLOing Billions Risks Company Survival
- Dario Amodei cautions competitors are "YOLOing billions" and may be overextending on compute and growth bets.
- He stresses chips become economically obsolete quickly, creating rapid depreciation risk for scalers.
Adoption Lags Behind Investment
- U.S. Census and Stanford data show enterprise AI usage stalled or declined recently despite huge investment.
- Isar Meitis observes corporate adoption is far behind infrastructure spending, creating a demand–investment mismatch.