AI BOOM: $10 TRILLION SPENDING WAVE RAISES FINANCIAL RISKS
Former New York Fed President Bill Dudley warns that AI infrastructure investment could exceed $10 trillion, potentially creating massive overcapacity.
Dudley estimates that only 2–3 of today's 7–8 aspiring AI hyperscalers may ultimately dominate the market.
AI infrastructure could require over $3 trillion in annual revenue to justify its investment costs.
Opaque private-credit financing, off-balance-sheet obligations and Nvidia's chip-value guarantees add further risks.
AI will move from solo helpers to shared networks.
• Personal bots assist one person at a time
• Shared agents work across the whole group
• Teamily AI links everyone in one space
The Agentic Internet connects teams to services.
AI can write code faster than ever. So why aren't teams shipping faster?
Developers spend only 16% of their week coding. The bottleneck has moved to context, visibility and review.
What I saw at @Atlassian Team '26 in Amsterdam.
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AI voice startup ElevenLabs may start preparing for an initial public offering in 2028, CEO Mati Staniszewski said, taking advantage of a boom in AI agents for enterprise communications