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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.
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AI-generated 'slopaganda' in political ads puts internet platforms on alert
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.
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AI-assisted watchlist creation is an interesting way to organise market research. @TakeProfitHQ
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. #ad# #AtlassianTeam26Europe# #AtlassianPartner#
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AI is starting to build better AI. This self-improvement is speeding up research and development—and freaking everyone out.
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
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AI compute spend is destroying software margins and turning scale into pure debt. The AI Compute Trap Is Draining Big Tech. #AICompute# #BigTech#
AI investment is becoming overly concentrated, Chinese official says
AI may be coming for hundreds of thousands of jobs, but StanChart's CEO has a message for anxious employees: we’ve been here before