What Is the AI Bubble — and How Would We Know If It Popped?
The AI boom shares real warning signs with the dot-com bubble — and real differences. Here's the actual debate over valuations, spending, and revenue, in plain terms.
Read more →AI Bubbleand AI Capex
Every AI News story tagged with both AI Bubble and AI Capex — the two topics side by side, updated as new articles publish.
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What Is AI Capex — and Why Is It Draining Big Tech's Cash?
Capital expenditure — capex — is what tech giants spend building AI data centers and chips. Here's what it means when that spending pushes a profitable company's free cash flow negative.
Read more →Alphabet's Free Cash Flow Turns Negative on Record AI Spending
Alphabet posted its first quarterly free-cash-flow deficit as AI spending pushed capital expenditures to a record $44.9 billion, and raised its 2026 capex outlook to $205 billion.
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