In a recent Ars Live discussion, Ed Zitron warned that the AI boom is inflating a market bubble, largely driven by Nvidia’s growth. He argued that a slowdown in that growth could trigger a burst, potentially leading to a broader market depression as investors reassess the sustainability of tech’s hyper‑growth. Zitron also criticized OpenAI CEO Sam Altman, labeling him a con artist who has misled the market. The conversation highlighted concerns over AI hype, the risk of inflated valuations, and the possible fallout for Silicon Valley if the bubble collapses. Leer más →

The International Monetary Fund and the Bank of England have cautioned that the rapid rise in AI‑related equities could signal a bubble poised to burst. Both institutions highlighted stretched valuations, especially for technology firms centered on artificial intelligence, and warned that disappointing AI adoption or heightened competition could trigger a sharp market correction. The warnings come amid a wave of investment sparked by OpenAI’s ChatGPT, Microsoft’s multibillion‑dollar partnership and a broader rush of capital into AI hardware and software ecosystems. Leer más →