Hyperscalers
AMD and Anthropic Forge Strategic Partnership Worth Billions
AMD and Anthropic have signed a strategic agreement for chip supply and mutual investments, totaling billions of dollars.
BondCliQ CEO: New HyperScaler Bonds Rapidly Lose Value
BondCliQ CEO Chris White discussed the increase in U.S. debt and the rising cost of borrowing influenced by AI.
Jim Cramer: The Main Threat to AI Stocks Is Not Spending, but Public Opinion
Jim Cramer expressed concern that negative public opinion about AI could lead to a decline in stock prices.
MIT: The AI Bubble Could Become the Largest Capital Loss in History
MIT warns of the need for hyperscalers to increase productivity by 2.7 times by 2030 to break even.