🏗️ Boom or bubble - the $3tn AI datacentre spree
A projected $3tn wave of datacentre spending is rolling across the AI economy, lifted by Nvidia fever and hyperscaler cashflows. Investors are thrilled… mostly.
A big slice is debt-financed via private credit, which has watchdogs twitchy. Great if demand holds; messy if it doesn’t-classic late-cycle vibes.
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💸 Meta’s AI product problem
Meta is pouring billions into AI infra and talent, yet the near-term product payoff remains fuzzy-Wall Street noticed. Ouch… or maybe just early.
Zuck points to frontier models and assistants at scale, but investors want receipts, not vibes; for now, the capex story outweighs the roadmap.
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📈 Signals in the AI noise
Markets flashed mixed AI signals: OpenAI’s rejig lifted Microsoft, Nvidia’s bookings halo spread widely, and Qualcomm popped on new AI chips.
Then the whiplash-Meta’s shares slid on heavier AI spend. Bubble talk persists, yet money still stampedes toward compute like it’s Black Friday for GPUs.
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🏥 NHS to trial AI for prostate cancer care
UK hospitals will test ArteraAI’s biopsy analysis to flag who benefits from specific drugs or added hormone therapy-precision if it works, harm spared if it doesn’t.
More than 4,000 biopsies across multiple sites, with clinicians checking whether the tool would have changed real decisions. Sensible, sober, necessary.
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🎶 Udio’s 48-hour scramble after Universal deal
The AI music app will briefly let creators download their tracks, then pivot to a new streaming model after settling label lawsuits-fans aren’t thrilled.
Bigger picture: copyright fights are reshaping generative audio, with eye-watering payouts and a fast-shrinking gray zone. Innovation, meet paperwork.
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🧪 OpenAI’s safety brake gets a public face
CMU’s Zico Kolter chairs a committee that can delay or block OpenAI releases on safety grounds-not just sci-fi doom, but mental health and misuse risks.
New agreements cement safety-before-profit language as the company restructures, with visibility into boardrooms and real teeth… or so it seems.
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