Latest

15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

Thursday, October 29, 2026

Search

What are you looking for?

2 stories for “AI bubble”

Opinion & Analysis

The AI bubble is paying itself. It's time to ask who the customer is

When Nvidia buys shares of Meta, which buys Nvidia's chips, that isn't confidence in the future. It's a loop. Tonight's results will test the question everyone avoids: who ends up paying.

Ori Gal, Columnist / 3 min read

Is China's AI bubble bursting? The STAR 50 tech index has fallen 40% in under four months

About $480 billion of market value has been wiped from Shanghai's index of chip and AI companies. State funds are stepping in to buy, and analysts are split on whether it is an opportunity or just the beginning.

Itai Rosen, Global Tech Correspondent / 3 min read