JPMorgan Warns $7 Trillion AI Buildout Could Mirror Early-2000s Telecom Bubble Blow-Up: Report Banks November 11, 2025 A new analysis from JPMorgan signals that Wall Street’s AI infrastructure boom may be entering a phase where funding demands…
$477 Billion Japanese Investment Wave Potentially Coming to the US To Fuel AI and Energy Buildout Markets & Investments October 29, 2025 A sweeping set of investment commitments from Japan signals a major industrial push into the United States, targeting the backbone…
Arm CEO Rene Haas Names One AI Play That’s Going To Be Bigger Than Data Centers – And It’s Not Power Big Tech & AI October 1, 2025 The chief executive of chip designer Arm (ARM) says a new wave of artificial intelligence hardware could eclipse even the…