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BILL GATES TALKS ABOUT THE AI BUBBLE: HIGH-VALUE VALUATION COMPANIES ARE NOT NECESSARILY WINNERS, PART OF THE INVESTMENT OR GOING TO THE DEAD END
On December 12, according to CNBC, the co-founder of Microsoft, Bill Gates, in an interview with Abu Dhabi Financial Week, said that the AI industry would now become “supercompetitive” and not all high-value companies would be winners. He claims that AI "solely has bubbles" and that part of the valuation will go down in the future, but that this is a "deep re-engineering of the world" technology that will undoubtedly bring long-term value. Gates points out that there are valuations in the market that are significantly above the conventional level: for example, Palantir and Tesla have a surplus of over 200..- 473
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TRUMP WILL SIGN AN EXECUTIVE ORDER ESTABLISHING THE UNITED STATES “UNIFORM RULES” IN THE AI FIELD, RESTRICTING THE SEPARATE STATES
On 9 December, United States President Donald Trump stated that he would be signing an executive order this week to establish “Uniform Rules” in the area of Artificial Intelligence (AI), with the aim of restricting states from developing their own regulatory policies on this technology. 1AI notes that Trump wrote in social media on Monday that “I will issue an Executive Order `Uniform Rules' this week. You can't expect a company to get 50 states' approval every time it wants to do something. It won't work." According to Bloomberg Governmen..- 911
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WONG IN-HOON: AI DOES NOT DESTROY JOBS, BUT CREATES NEW INDUSTRIES
On 6 December, according to CNBC, Young Weidar CEO Wong In-hoon stated in the podcast The Joe Logan Exchange that artificial intelligence would not destroy jobs as part of the prediction. Using the example of radiologists, he pointed out that the use of AI had instead contributed to the expansion of the field. Hoang In-hoon mentioned that in 2016 Jeffrey Hinton, who was dubbed the "father of artificial intelligence", predicted that AI would exceed human image recognition in five years and recommended that people stop training in radiology. I don't know- 1.2k
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RIGHT OR WRONG: THE FUTURE WILL BE OVERWORKED, AI WILL FOCUS ON APPLICATIONS RATHER THAN INVENTIONS
ON DECEMBER 6TH, ACCORDING TO THE FIRST FINANCIAL REPORT, CHINESE FOUNDERS HELD A MEETING WITH THE ICPC (INTERNATIONAL STUDENT PROGRAM DESIGN COMPETITION) GLOBAL WINNERS AND COACHES ON THE SUBJECT OF THE FUTURE DEVELOPMENT OF AI, THE NATURE OF EDUCATION AND YOUTH GROWTH, WHICH WAS HELD RECENTLY IN SHANGHAI, CHINA. WHEN IT COMES TO THE CURRENT AI AREAS OF CONCERN, IT IS CLEAR THAT CHINA'S AI EXPLORATION IS MAINLY CENTRED ON “APPLICATIONS” AND CORPORATE RESEARCH IS FOCUSED ON THE NEXT 3-5 YEARS. HE PUT FORWARD THE POINT THAT "AI INVENTED MORE THAN ONE IT COMPANY, BUT APPLICATIONS CAN..- 967
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"AI GODMOTHER" LI FEI-FEI ATTACKED AI TO PROMOTE POLARIZATION: EITHER THE END OF THE WORLD, OR UTOPIA
ON 6 DECEMBER, ACCORDING TO THE BUSINESS INSIDER, “AI GODMOTHER” LI FEI INDICATED THAT THE CURRENT DISCUSSION ON AI WAS TOO EXTREME. A LECTURE AT STANFORD UNIVERSITY WAS MADE PUBLIC ON THURSDAY. IN HER SPEECH, SHE SAID, "I WANT TO SAY THAT I'M THE MOST BORING SPEAKER IN THE AI FIELD TODAY, BECAUSE THE HOLDERS OF THE AI THREAT THEORY AND THE AI ALMIGHTY VIEW ARE EXAGGERATING, AND THAT'S WHERE SHE WAS DISAPPOINTED." "ALL WE HEARD WAS THE TOTAL EXTINCTION OF HUMANS, THE END OF THE WORLD, AND ALL THAT SAID WAS THAT AI WOULD DESTROY HUMANS, THAT THE MACHINE WOULD RULE THE WORLD," SHE SAID- 500
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YIN WEIDA, CEO, WONG IN-HOON: AI DOESN'T JUST "TAKE" YOUR JOB, BUT IT'S A STRANGE CAREER
On December 5th, Yin Weida CEO Wong In-hoon said that AI would not simply “take away” your job, but it would give rise to new jobs that sounded strange. Many people, including "AI Godfather" Jeffrey Sinton, fear that AI could lead to massive unemployment and increase social inequality. However, Wong In-hoon is more optimistic in The Joe Logan Exchange -- only those occupations that go beyond a single task and are of higher value themselves can be more resilient to the risk of being replaced. Wong In-hoon said, "The point is, what is..- 2.3k
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THE NEXT 12 MONTHS WILL BE THE CRITICAL WINDOW PERIOD FOR THE EMERGENCE OF A LONG FILM BY AI
ON DECEMBER 4TH, THE SEVENTH HAINAN ISLAND INTERNATIONAL FILM FESTIVAL WAS OPENED YESTERDAY IN HAINAN SANYA, AND AT TODAY'S MAIN FORUM, SUN JONG-HUI, VICE-PRESIDENT OF TENTCOM AND CHAIRMAN OF THE ONLINE VIDEO BOARD, GAVE A KEYNOTE ADDRESS ON THE MAJOR CHANGES IN THE PRODUCTION OF CONTENT IN THE AI ERA. AS THE GENERATION AI MOVES FROM “TOY” TO “TOOLS” AND IS DEEPLY INTEGRATED INTO ALL ASPECTS OF THE FILM INDUSTRY, SUN ZHONGHUAI BELIEVES THAT AI IS REALLOCATING THE CREATIVE POWER OF THE FILM INDUSTRY, ON THE BASIS OF WHICH “VISUAL CREATION WILL USHER IN A NEW RENAISSANCE”. SUN ZHONGHUAI SAID THAT IN THE SHORT TERM, THE MOST DIRECT VALUE OF AI IS STILL BEING "DOWN..."- 1.2k
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IBM CEO: IAI DATA CENTRE $8 TRILLION IN INVESTMENT IS HARD TO REPAY
On 3 December, IBM CEO Alvind Krishna, in an interview with the "Decoder" podcast, reported that the huge capital expenditures of the current technology giant on the artificial intelligence data centre were unlikely to be rewarded. He noted that, on the basis of current cost estimates, the construction of a 1GW data centre would cost approximately $80 billion, while the overall scale of global commitments was close to 100GW, with a total investment of about $8 trillion. Krishna stressed that this means that companies need about $80 billion a year to cover interest costs..- 1.5k
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SURVEY: 861 TP3T U.S. CONSUMER TRUST AI SELECT VEHICLE INSURANCE
On 2 December, according to Carscops, a recent study published by Insuriffy showed that United States consumers ' trust in AI in car insurance options was increasing significantly. The survey covered 3002 pilots in the United States, of whom 42% has used AI's assistant to look for a vehicle insurance scheme, and 86%'s respondents have expressed their willingness to have AI guide them through the insurance purchase process. This proportion highlights the speed and widespread acceptance of algorithms in financial decision-making. According to the study, AI is particularly prominent in the value chain,7 -
U N:AI, DO YOU HAVE ANY BUBBLES
On 1 December, according to the news, recently U Nda, Associate Professor at the Department of Computer Science at Stanford University, gave his opinion on the popular subject of the AI bubble at the personal social media account. Now, with OpenAI’s 1.4 trillion-dollar capital plan and the short-lived 5 trillion-dollar mark on Britain’s market value, more and more voices are beginning to wonder whether speculation and speculation have pushed AI’s investment to unsustainable levels. In response, U Nda gave her opinion that AI is not a piece of iron, but that the level of foam varies from one field to another. Column..- 2.2k
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TrendForce Collective Consultation: AI as core power for the next two years
In November 28th, yesterday, the Science and Technology Analysis Agency, TransForce, issued the Ten Science and Technology Market Trends Forecast for 2026, emphasizing that the AI-driven industry will be on a new path. The report states that the rapid development of artificial intelligence will not only reshape core areas such as semiconductors, cloud computing and consumer electronics, but will also facilitate the landing of new applications and create deep inter-industry integration. AI became the dominant force: TrendForce noted that AI technology will become a product of the manufacturing, medical, financial and retail industries in the next two years- 1.4k
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THE TECHNOLOGY GIANTS, DALE HEPHARD, WARNS THAT AI IS PUSHING THE MEMORY CHIP SUPPLY DOWN
On November 28, according to Bloomberg, several technology companies such as Dale and Hewlett-Packard warned that, with the rapid expansion of the AI infrastructure, the global supply of memory chips could be strained in the coming year. Before that, Mi had issued an early warning of price increases, and the CFO had also revealed that the company had started pre-positioning memory chips in response to potential cost increases. The research institute Counterpoint Research predicts that the memory model price will increase by 50% by the second quarter of next year. According to industry, the explosion of artificial intelligence applications is pushing..- 1.4k
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HSBC Bank: OpenAI will not be profitable until 2030, with at least $20.7 billion to be destroyed
On November 27, according to the local time of Fortune magazine, November 26, a major concern of the current capital market is how OpenAI can make real money in its business model while meeting the almost unlimited computing needs of ChatGPT. The HSBC Bank, on the one hand, remains committed to AI as the main source of long-term growth, and believes that OpenAI will remain in the lead in revenue; on the other hand, calculations suggest that if OpenAI wants to meet its goals, it will face extreme financial pressure in the next decade. HSBC is projected to reach 2030..- 1.5k
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ECONOMIST: AI, INVESTING IN "DIGITAL LETTUCE" CANNOT ESCAPE CORRUPTION
On 25 November, according to Futurism, market concerns about the AI investment bubble were growing. The economist David McWilliams pointed out that companies were investing trillions of dollars globally to build an AI data centre, but that the hardware was rapidly ageing, and he described it as "digital lettuce" and stressed that "you are investing in a perishable commodity." According to reports, Young Weidar GPU is in great demand in the Al boom, but economists warn that its life cycle is very short, "If you buy the GPU today, next year will be out of date." McVay..- 1.3k
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THE FIRST PERSON IN THE WORLD TO DEVELOP A SCIENTIFIC INTELLIGENCE SYSTEM WAS LAUNCHED IN BEIJING
ON NOVEMBER 24, ACCORDING TO NEWS REPORTS, THE INTERNATIONAL CONGRESS OF ARTIFICIAL INTELLIGENCE SCIENTISTS AND THE LAUNCH OF THE RESULTS OF THE SMART SCIENCE SYSTEMS OF THE TWO SCHOOLS OF NAKAWAN WERE HELD IN BEIJING YESTERDAY (23). THE GENERAL ASSEMBLY FOCUSED ON “AI-DRIVEN SCIENTIFIC INNOVATION”, BRINGING TOGETHER EXPERTS FROM A MULTIDISCIPLINARY FIELD FROM WITHIN AND OUTSIDE THE COUNTRY TO EXPLORE THE IMPORTANT VALUE OF ARTIFICIAL INTELLIGENCE IN FUTURE SCIENTIFIC AND TECHNOLOGICAL DEVELOPMENT. 1AI LEARNED FROM THE REPORT THAT FOCUSING ON THE CORE THEME OF “AI SCIENTISTS”, THE CONGRESS EXPLORED AI'S POSSIBILITIES, RANGING FROM AUXILIARY TO INTELLECTUAL SCIENCE “PARTNERS”. AT THE CONFERENCE, “THE WORLD'S FIRST FULL-PROCESSED RESEARCHER..- 1.3k
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GOOGLE SEARCH AI MODE IS NO LONGER "PURITY" AND THE FIRST SPONSORSHIP ADS HAVE APPEARED
On November 23, the tech-media Android Association recently published an article in which it reported that Google had taken the latest step in the commercialization of AI by testing advertising in its search service, "AI Mode". The user Greg Sterling was the first to notice the ads in the Google Experimental Functions platform Labs. Then another user, Brody Clark, confirmed that even in Africa, Labs..- 1.4k
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AMD CHEO SOZE: I DON'T WORRY ABOUT AI BUBBLES, UNDERINVESTMENT IS MORE DANGEROUS THAN OVERINVESTMENT
ON 23 NOVEMBER, ACCORDING TO THE WALL STREET JOURNAL, LARGE EXPENDITURES ON DATA CENTRES IN RECENT WEEKS HAVE HEIGHTENED CONCERNS ABOUT THE EMERGENCE OF ARTIFICIAL INTELLIGENCE BUBBLES. AMD'S SHARE PRICE ROSE BY NEARLY 60% IN OCTOBER, BUT FELL BY ABOUT 20% THIS MONTH. "I'M NOT WORRIED ABOUT ARTIFICIAL INTELLIGENCE BUBBLES," SAID AMD CEO SOZFUNG IN HIS INTERVIEW, "I DO THINK THOSE WHO HOLD THIS IDEA ARE TOO SHORT-SIGHTED. THEY DON'T REALLY SEE THE POWER OF THIS TECHNOLOGY." SUSIFOU SAYS THOSE WHO ARE WILLING TO TAKE THE "BOLD AND BOLD BETS" ARE REAPING THEIR REWARDS, INCLUDING SOARING STOCK PRICES AND THE MARKET..- 1.5k
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THE UK ANNOUNCED AN AI DATA CENTRE CORRIDOR OF POUND10 BILLION IN SOUTH WALES, WITH A SCALE OF 1 GW IN 2030
On 21 November, the British Government announced yesterday, local time, the establishment of the country's fourth artificial intelligence growth zone in South Wales, the second of its kind in Wales. The AI data centre corridor along the M4 highway linking Newport to Brijend consists of multiple sites, with a total investment of £10 billion, involving companies such as Vantage Data Centers and Microsoft (note: the current exchange rate is approximately £93091 billion), with a target of 1 GW size, creating at least 50..- 1.3k
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NEW YORK TIMES: U.S. AI RESEARCH STILL DEPENDS ON CHINESE TALENT, OTHERWISE SILICON VALLEY WILL FALL BEHIND
On November 20th, the New York Times wrote on Wednesday that Chinese talent was still driving American AI research. If the talented Chinese researchers had not entered the United States, Silicon Valley would have fallen behind in the global AI competition. In June this year, when Meta CEO Mark Zuckerberg announced the establishment of a super-intelligence laboratory, he introduced 11 AI researchers who joined this ambitious project, whose goal was to build an AI stronger than the human brain. This 11 researchers are..- 1.2k
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GOLDMAN SACHS WARNS THAT THE PROSPERITY OF AI HAS BEEN SECRETLY PRICED
On 19 November, according to Business Inners, Goldman Sachs analysts in a recent study noted that the potential benefits of Wall Street to AI technology had been reflected in stock market valuations well in advance. Analysts warn that investors are often at risk of “excessive push” and “unsustainable profit” in the face of a wave of innovation. Goldman Sachs predicts that AI is expected to generate about $8 trillion in additional revenue for American businesses, ranging from $5 trillion to $19 trillion, without a specific time frame. Meanwhile, since ChatGPT was launched, AI..- 1.4k
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Hugging Face CEO responding to "AI Foam Says": It's more like Big Language Model Foam
According to the news of November 19, TechCrunch today, the co-founder and CEO of Hugging Face, Clem Delange, raised the point at the Axios BFFD event that there is no so-called "AI" foam, but rather a "large-language model bubble" and that this bubble may break down before long. Foams say hundreds of billions of dollars today, but even if the bubble breaks, the future of AI is not threatened. According to Clem Delangue, currently..- 1.5k
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CHAIRMAN OF THE BOARD OF DIRECTORS, PRIVATE LIU: FULL SUPPORT FOR OPEN SOURCE. WE'VE GOT MORE THAN 40 AI MODELS
ON THE MORNING OF NOVEMBER 16TH, AT TODAY'S 2025 A.I.+ CONGRESS, PRIVATE LIU, DIRECTOR GENERAL OF THE GESTAPO, STATED, “THE INTELLECTUAL SPECTRUM HAS ITS OWN ATTACHMENT TO OPEN SOURCES, PREFERS OPEN SOURCES AND SHARING, AT THE PRACTICAL STRATEGIC LEVEL, OPEN SOURCES BENEFIT THE ARTIFICIAL INTELLIGENCE INDUSTRY, AI NEEDS THOUSANDS OF PEOPLE IN ALL FIELDS TO PARTICIPATE, AND BASIC MODELS NEED A LOT OF PEOPLE TO STUDY AND PLAY TOGETHER.” “WE FULLY SUPPORT THE OPEN SOURCE, WHICH NOW HAS MORE THAN 40 MODELS.” PRIVATE LAU SAID THAT. OF COURSE, HE ALSO POINTED OUT THAT THE THINK TANK WAS ALSO CONSIDERING HOW TO EXPLORE COMMERCIAL GAINS ON AN OPEN SOURCE BASIS THROUGH..- 1.6k
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CEO: SOME AI MARKETS ARE ALREADY BUBBLED
On 15 November, according to Yahoo financial reports, Vista CEO Robert Smith, Inc., recently in Invest, indicated that some of the AI markets were showing signs of bubbles, but others still had long-term investment value. He noted that the main bottleneck facing the United States in building AI infrastructure was the supply of electricity to data centres, while some overseas markets had relatively excess power resources, which was crucial for effective translation into available computing support. Smith stressed that there were 18 companies under the Vista flag..- 1.5k
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LEE YON-HON: AI INDUSTRIAL STRUCTURE IS BEING TRANSFORMED INTO A "BACK PYRAMID"
ON NOVEMBER 14, A KEYNOTE SPEECH ENTITLED "EMERGING EFFECTS" WAS DELIVERED BY THE FOUNDER AND CEO OF THE 100-DEGREE WORLD CONGRESS IN BEIJING YESTERDAY. HE STRESSED THAT WHEN AI CAPABILITIES ARE INTERNALIZED INTO THE ORIGINAL CAPACITY OF ENTERPRISES AND INDIVIDUALS, INTELLIGENCE IS NO LONGER A COST BUT A PRODUCTIVITY. HE POINTED OUT THAT AI IS UNDERGOING AN IMPORTANT TRANSFORMATION IN ITS INDUSTRIAL STRUCTURE, MOVING FROM A PREVIOUSLY UNHEALTHY “PROPER PYRAMID” TO A MORE SUSTAINABLE “VERTED PYRAMID” MODEL. LEE YON-HON EXPLAINS THAT, IN THE TRADITIONAL STRUCTURE OF THE PYRAMID, THE CHIP MANUFACTURER OCCUPIES MOST OF THE VALUE AND IS LOCATED ON IT..- 1.4k
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