English(EN)The AI boom is facing another supply crunch. This time it’s the amount of capital available to feed Silicon Valley’s endless need for cash
AI热潮面临资本短缺，投资者日益紧张
作者PulseAugur 编辑部·[120 个来源]·
AI热潮正面临严重的资本短缺，华尔街对资助该行业对现金的无餍需求变得更加犹豫。OpenAI、Meta和Oracle等主要科技公司正努力筹集资金，其中OpenAI大幅降低了其筹款目标。这种稀缺性因AI基础设施所需的大规模资本支出而加剧，预计将远远超过数据中心产生的收入。因此，投资者日益紧张，股市对AI公司的财务压力反应消极。
AI
https://www. europesays.com/3359939/ The AI Chip Race Is Changing. This Could Matter More Than GPU Market Share # AgenticAI # AgenticArtificialIntelligence # AI # ArtificialIntelligence
Investors are getting increasingly nervous about # AI : https:// techcrunch.com/2026/10/30/crac ks-are-emerging-in-the-ai-spending-boom/ # ArtificialIntelligence
Investors are getting increasingly nervous about # AI : https:// techcrunch.com/2026/10/30/crac ks-are-emerging-in-the-ai-spending-boom/ # ArtificialIntelligence
@ EUCommission HELLO? Heres today's clue. "Dow slides 1,300 points as traders dump tech stocks" AI is shit, we'll be ripping it out of everything for decades, like asbestos. # ai
Meta bond sale targets up to $25 billion for AI spending https://www. byteseu.com/2495452/ # AI # AlphabetClassA # AmazonComInc # ArtificialIntelligence # BreakingNews :Technology # BusinessNews # Internet # MetaPlatformsInc # mobile # SeemaMody # SocialMedia # Technology
Futurism: Investors Are Getting Palpably Nervous About the AI Industry’s Financial Situation. “Since most of these companies’ fates are inextricably linked by circular financing, a major economic downturn or weakening demand could have cascading repercussions, especially consider…
@ BMDS Ihr habt euch bei der KI-Nation Kampagne wirklich für die unangemessensten Metriken entschieden. Der KI-Markt hat das Problem, dass die Investements bisher keinen materialisierten Return of Investment sehen. Da bringt es nichts sich Erfolgsmetriken herbeizufanatsieren, die…
No, there is no # aibubble and it just did not pop. What just happened to the # NASDAQ is because tech is entering a regulatory environment. Investors know that # bigtech won't be able to bribe the # government This is really, really bad because smaller providers of # AI and # te…
📰 Could the US midterms put a pin in the AI bubble? Fears of more AI regulation appear to have sparked fear among investors, but concerns about the industry have been growing for some time. 📰 Source: BBC News 🔗 Link: https://www.bbc.co.uk/news/articles/crlykkzwwpydo?at_medium=RSS…
How to put this: # AI is not the problem. # SiliconValley # financing and # tech companies are. They are confidence tricksters who want # monopoly by default and to expand their mass # surveilance , which is why they weaponized the financing industry. What countries of the world …
Is today's stock market rout the beginning of the end of the # AI trade? I had been thinking they will sustain it through the Anthropic IPO, so many people are invested in promoting it at all costs, but maybe they ran out of steam? And given that the AI buildout is apparently the…
Is today's stock market rout the beginning of the end of the # AI trade? I had been thinking they will sustain it through the Anthropic IPO, so many people are invested in promoting it at all costs, but maybe they ran out of steam? And given that the AI buildout is apparently the…
The AI mafia FA and will FO now. Dems need to start looking at the circular financing. https://www. reuters.com/legal/transactiona l/ai-data-center-stocks-slip-democratic-sweep-clouds-expansion-plans-2026-11-05/ # ai # democrats
# ItsTheEconomyStupid # TechStocks # AI From CBS News.com: Stocks crater as investors recoil from tech companies amid AI risks https://www. cbsnews.com/news/stocks-midter m-elections-tech-companies-ai-data-centers/
(paywall) Well, looks like AI might be slowly running out of other people's money. I guess superintelligence will find a legal, morally clean way to make money soon. Just wait (and pay) a little bit longer. # AI # vc https://www. nytimes.com/2026/11/02/busines s/dealbook/ai-borro…
Even banks are starting to realize how overvalued the AI market is. # banks # AI https://www. reuters.com/legal/transactiona l/banks-investors-grow-wary-ai-debt-spooked-by-market-selloff-2026-11-09/
I thought this is an interesting read about the # AI bubble. Has some pretty good arguments that this is all going to keep going. # Anthropic S-1 filing is the main source for this thesis. https://matteoraso.github.io/im-not-convinced-the-ai-bubble-exists.html
🎮 Firstly, AI investment is definitely not a bubble. It is totally legit. Tech leadership is inherently trustworthy. Secondly, are we sure the spy wasn't just trying to build a half-decent gaming PC and had to get creative about how to obtain an Nvidia GPU? https:// bbc.com/news/…
📰 Nvidia, Micron, and other AI stocks take a dive after elections No loud popping sounds yet, but an AI market correction appears to be underway. 📰 Source: Latest from PC Gamer 🔗 Link: https://www.pcgamer.com/software/ai/nvidia-micron-and-other-ai-stocks-take-a-dive-after-electio…
AI-miljarden wankelen terwijl Wall Street twijfelt. Wat betekent dit voor de toekomst? 🤔📉 # AI # Economie https:// itinsights.nl/technologie-tren ds/ai-miljarden-onder-vuur-op-sceptisch-wall-street/
This isn't a collapse due to # AI , but AI is there to pick up the pieces. This happened with Spirit Airlines too where # Google picked up their data for $10M. How will people react to AI companies as vultures rather than disruptors? https://www. reuters.com/legal/legalindustr y/…
The AI investment boom does not need to be fraudulent or useless to become a bubble. The concern is that infrastructure spending on chips, data centers, networking and power could grow faster than the revenue needed to justify it. The largest hyperscalers are expected to spend mo…
The market dip/crash over "AI" stocks is weird. Because it is not like the Democrats are going to suddenly shut down data centres. They *might* regulate a little in a couple of years. But the interesting part... # AI # tech # technology # MidTerms # Democrats # DemocraticParty # …
💥 AI-wereld opgeschud: miljarden verdampen! Wat betekent dit voor de toekomst? 🤖📉 # AI # TechNews https:// itinsights.nl/analyses/zware-k lap-voor-ai-elite-miljarden-verdampen/
Pisałem o pęknięciu bańki "AI" już dawno. Coś tam się właśnie dzieje. Po wyborach się nasiliło. Spadki już dość znaczne. Zobaczymy, czy to już, czy jeszcze pociągnie... # AI # giełda
🤖 US tech stock rout: is the AI bubble bursting? After Thursday’s share price plunge on Wall Street, could the volatility be the start of a major market meltdown? Business live – latest updatesGlobal financial markets have been thrown into a tail... 📰 Source: AI (artificial intel…
The AI bubble could expose your deepest secrets Now Character.ai is going bankrupt, and people's data, messages and secrets are up for sale. https://www. bbc.com/future/article/2026102 9-the-ai-bubble-could-expose-your-deepest-secrets # AI
📰 Bolsas mundiales se desploman por temor a regulación de la IA tras triunfo demócrata en EEUU 🔗 https://www. biobiochile.cl/noticias/intern acional/mundo/2026/11/06/bolsas-mundiales-se-desploman-por-temor-a-regulacion-de-la-ia-tras-triunfo-democrata-en-eeuu.shtml # ai # regulaci…
Das was ihr da von den weltweiten Aktienmärkten grad hört, ist das lang ersehnte Platzen der # KI -Blase. /o/ Und es gilt wie immer: Geld wird nicht vernichtet - es wechselt nur die Besitzer*innen. Nach 2008 hat sich das Kapital die Startups und den Wohnungsmarkt als Anlage gesuc…
🌐 AI-crash schudt markten! Aziatische investeerders in paniek. Wat betekent dit voor de toekomst? 🤔 # Economie # AI https:// itinsights.nl/analyses/ai-bubb el-barst-paniek-bij-aziatische-beleggers/
Seeing lots of posts loving the # stockmarket plummet. While I'm no # AI supporter and quite pleased to see their shares plummet... ..I'm also watching a couple of £1000's wiped off both my future pension and savings investments. I didn't specifically invest in AI but most EFT's …
💸 740 Mrd. $ Capex! Big Tech investiert 2026 mehr in KI-Infrastruktur als der deutsche Staat insgesamt ausgibt. Folge: Negativer Free Cashflow bei Google (-9 Mrd. $), Meta (-2 Mrd. $) & Amazon (-43 Mrd. $). 📉 # BigTech # FreeCashFlow # Investments # AI
📰 Vanaf Beursplein 5: techaandelen hard omlaag, barst de AI-bubbel? https:// nieuwsjunkies.nl/artikel/1Wvk 🕚 10:47 | RTL Nieuws 🔸 # Beurs # AI # USA # Paniek # Technologie
Be interesting to see which of the big 7 is first to drop their ‘AI’ stuff like a hot potato. I would wager on Apple, as they have gone less in. # aicrash # nasdaqcrash # ai
"Nach den Midterms brechen weltweit Tech-Aktien ein." Dann wissen wir ja, wem man die Schuld geben wird, wenn die Blase platzt. https://www. zeit.de/wirtschaft/2026-11/dat enzentrum-usa-midterms-wahlkampf-ki-demokraten-donald-trump # AI # Midterms # LLM # AiBubble
So the # stockmarket value of # AI collapses when # democracy and the # ruleoflaw win? That has been noted and only adds to my # scepticism for this technology. Bring on that # AIpanic , just like Washington DC's Reflective Pool the # techbro swamp needs to be drained. https://ww…
Global tech stocks plunge as US midterms add to AI slowdown fears https://www. bbc.co.uk/news/live/cq62yy619r 5dt Looks like the tide may finally be turning, certainly one democrat has said this is a no to Billionaires and the 'power belongs to the people' lets really hope there …
Jobs Day after the AI rout: can soft payrolls help tech find a floor? 🚨📉 Nasdaq -5.5% and semis about -12% Thursday, yet $AMD data center nearly doubled and the 10Y eased to about 4.84%. Soft payrolls are today's test. Full lookback on my eToro: https:// med.etoro.com/aw.aspx?A=1…
Apple ha perso la corsa all'intelligenza artificiale. Eppure, ogni volta che l'AI fa paura a Wall Street, il suo titolo sale. Questa settimana Goldman Sachs toglie gli assistenti AI ai suoi trader e Sam Altman dice che la RAM dei nostri computer è sprecata. Il conto dell' # AI , …
“Nasdaq sees worst day in 18 months as investors bet on AI slowdown after Democrats’ election triumph” The Guardian # ai # datacenters # ZER0BILLIONAIRES https://www. theguardian.com/business/2026/ nov/05/nasdaq-heading-for-worst-day-in-18-months-as-wall-street-sustains-widesprea…
I thought # ai was the future, how come there is such a sell off? Do we not care about the future, or? Or, was it just a pump and dump scheme from the start?
🎶 Free, free-falling...🎵 # AI stocks are in free-fall as investors panic over the risk of a # DataCenter slowdown by Jennifer Sor, November 5, 2026 Excerpt: "Democrats' sweeping victories on Tuesday sparked a monster postelection rally, but US stocks are now getting pummeled by w…
Is today's stock market rout the beginning of the end of the #AI trade? I had been thinking they will sustain it through the Anthropic IPO, so many people are invested in promoting it at all costs, but maybe they ran out of steam?
@ Serpent7776 The stock market crashed on # AI stocks. Is crashing. Billions have been lost. https://www. cbsnews.com/news/stocks-midter m-elections-tech-companies-ai-data-centers/ # ai
📰 Negra jornada en Wall Street: Nasdaq se hunde más de 5% por el temor a mayores trabas a la inteligencia artificial tras la victoria demócrata 🔗 https://www. cnnchile.com/negocios/wall-str eet-se-desploma-nasdaq-correccion-temor-regulaciones-inteligencia-artificial-victoria-demo…
🎮 AI and tech stocks rapidly plummet in wake of ‘blue wave’ in US with over $2 trillion gone today alone Is this the bubble we heard about? 📰 Source: Destructoid 🔗 Link: https://www.destructoid.com/ai-stocks-rapidly-plummet-blue-wave-2-trillion/ # AI # ArtificialIntelligence
📰 Nvidia, Micron, and other AI stocks take a dive after elections No loud popping sounds yet, but an AI market correction appears to be underway. 📰 Source: Latest from PC Gamer 🔗 Link: https://www.pcgamer.com/software/ai/nvidia-micron-and-other-ai-stocks-take-a-dive-after-electio…
Oh hey, be on the lookout for venture capitalists and day traders standing on ledges above you. Velocity is a real bitch. # AI and tech stocks got spanked hard today, and because they are so overweight in the index, it drags the index with them. The # VIX is high, which suggests …
# Barrons is even less sanguine about today's news than # CNN . Bye, # AI . We've kept a seat open for you in hell. There's a hot, twelve-inch iron spike at its center.
Gravity still works, # AI investors. Here's the (expected) hangover for that rally yesterday. The AI Bubble is deflating, and baseless optimism won't stop that.
the fact that AI-assisted coding in fintech & banking is being mainstreamed (Revolut isn't the only culprit in this; I know many other banks in UK do that too) is a serious concern. anything goes wrong and people's finances will get affected https://www. theregister.com/ai-and-ml…
Apple Reduces Daily AI Spending Caps for Engineering Teams 📰 Original title: Apple is reportedly cutting budgets for its internal AI usage 🤖 IA: It's not clickbait ✅ 👥 Users: It's not clickbait ✅ 👇👇👇 https:// en.killbait.com/apple-reduces- daily-ai-spending-caps-for-engineering-t…
AI is forcing us to pay off 40 years of technical debt https:// spectrum.ieee.org/ai-in-cybers ecurity-php2shell-vulnerability # AI # CyberSecurity # TechnicalDebt # LegacySystems # SecureByDesign # CodeQuality # DevSecOps # PHP2Shell
You tell me there is hope? # AI # elections # stocks https://www. reuters.com/business/aerospace -defense/ai-data-center-stocks-dip-renewables-surge-after-democrat-sweep-us-midterm-2026-11-04/
If #AI is accessible to all then you will see a return on investment. Investors need to diversify their gains and pump them into human aligned services like healthcare and education. Governments will have to enforce control to break down monopolies or stop them from firing people…
# AI has only paid off for tech companies: https://www. extremetech.com/computing/ai-h as-yet-to-boost-profits-for-most-companies-economist-says # ArtificialIntelligence
# AI has only paid off for tech companies: https://www. extremetech.com/computing/ai-h as-yet-to-boost-profits-for-most-companies-economist-says # ArtificialIntelligence
🤖📉 AI-cited layoffs more than doubled this year: 120,136 through September vs. 54,836 in all of 2025. But there’s a lot more to the story. 🔍 Buyouts like Microsoft’s 60,000-person offer, frozen backfills, and vanishing entry-level roles are quietly reshaping teams. 🧊💼 Here’s what…
📜 Latest Top Story on # HackerNews : AI is forcing us to pay off 40 years of technical debt 🔍 Original Story: https:// spectrum.ieee.org/ai-in-cybers ecurity-php2shell-vulnerability 👤 Author: pseudolus ⭐ Score: 66 💬 Number of Comments: 12 🕒 Posted At: 2026-11-04 11:52:17 UTC 🔗 UR…
I read the Spawn.co blog post. 10 people burning $3M a month on tokens for a promotable game engine. And they say # AI is a bubble 💀 In all seriousness, it’s exactly the kind of # slop hellscape you have feared. As a gamer, it makes me sad more than excited to see so much imitati…
Helpful article by # NaomiKlein explaining how # IPOs help billionaires avoid risk from # AI bubble. https://www. theguardian.com/commentisfree/ 2026/nov/02/ai-ipos-tax-billionaires
Irgendwie kurios… Jeden Tag kommen neue Beweise an die Öffentlichkeit, dass # AI im großen Stil illegal Daten sammelt und verarbeitet zum Zwecke der gewinnorientierten Vermarktung. Aber die Politik traut sich nicht diesen Diebstahl einzudämmen, sondern hofiert die Führungen diese…
AI isn't the bubble. The capital structure behind it is. A financial model that needs a decade of bankruptcy to reset isn't an investment thesis, it's a recurring historical pattern wearing new clothes. # AI # AIEthics # Technology Follow @stelle.world for tech, science and every…
US tech giants' hidden AI debt swells 90% to $3.2T in 6 months https:// asia.nikkei.com/business/techn ology/artificial-intelligence/us-tech-giants-hidden-ai-debt-swells-90-to-3.2tn-in-6-months # ai
Wer in eine # Blasentechnologie wie # AI investiert, muss mit Komplettverlust rechnen. Die exorbitanten Kosten für Rechenzentren, Infrastruktur und Schadensersatz aus verlorenen Prozessen, können mMn durch die zahlenden User nicht wieder eingespielt werden. Ein Geldgrab ohne wirt…
You've heard of the # AI bubble, now get ready for: User data going in fire sales as the bubble bursts. https://www. bbc.com/future/article/2026102 9-the-ai-bubble-could-expose-your-deepest-secrets # NoAI # AIBubble # privacy # legal
Umelá inteligencia patrí medzi najväčšie investičné lákadlá uplynulých rokov. # AI # umelainteligencia # EkonomickeAnalyzy24 https:// m.facebook.com/noviny.sk/posts /pfbid0gjS5iKL4oZKw6HZ72iG6QMbTmUngcQKovLa33Qq3Uk7xZPmy39R2ELKH3cMWhN5cl
Hon Hai's AI chips start shipping, and Google is challenging with its own chip rollout. TechOrange and Techmeme both have the details. # Google # Anthropic # Nvidia # Semiconductors # AI https:// tokenmaxradar.com/#trending Sources (covered in 12 languages): TechOrange https:// t…
🤖 Der KI-Sektor erlebte die heftigste Korrektur seit 2 Jahren (Google allein -500 Mrd. $ Market Cap). Dennoch liegt der S&P 500 YTD 10 % im Plus. Politische Debatte: Demokraten bringen mögliche KI-Staatshilfen (Bailouts) ins Spiel! 🏛️ # AI # TechStocks # Google
🎮 AI companies flew too close to the sun: tech sector stock selloff sees Intel take the biggest hit It's raining STOCKS, hallelujah! 📰 Source: Destructoid 🔗 Link: https://www.destructoid.com/ai-companies-stock-down/ # AI # ArtificialIntelligence
RE: https:// cyberplace.social/@GossiTheDog /117525705043087809 For the record, not a single SP500 company outside The Big 7 can boast ROI on AI. Not a single goddamn one. Also, hallucinations & errors are right there in the manifesto & yet it just keeps going. "This thing can ne…
I love how we went from 1. # AI will make your computer obsolete to 2. # rent out your computer to AI to 3. sorry, AI doesn’t # pay enough to rent your computer. That’s an entire # techboom and # bustcycle squeezed into one Mac’s idle time. https://www. tomshardware.com/tech-indu…
This interview is a great summation of how utterly screwy the "AI" industries finances are. Really short version: it doesn't make enough money to support itself, and the money it does make are from other companies that can't support themselves. Tee hee! https://www. youtube.com/w…
Recent stock market turmoil makes it even more imperative to make AI deployments independent of big tech monopolies. # AI https://www. cio.com/article/4242869/the-ne w-geopolitics-of-it-why-sovereign-ai-is-the-next-boardroom-mandate.html
youtu.be/FrrIyZKlijc Just keeping up with how AI is going to eventually break our economy. With all the money they've poured into it I'm sure it will only get worse from here. #AI #DataCenters #BigTech
Finally, # AI stocks are dropping Let's hope they burn and crash so maybe we can put a brake on this stupid AI LLM bullshit that ruins about everything
