>>23879840
>=ghey
fail
5 charts to help decipher the 'AI bubble' debate
By Rosie Bradbury, Senior VC Reporter
Nvidia's stock price spiked as much as 6% in after-hours trading on Wednesday, following the semiconductor giant's strong Q3 earnings, which tempered some concerns about an AI bubble.
The company reported better-than-expected quarterly revenue of $57 billion, up 65% year-over-year, a positive signal that is likely to have a trickle-down effect for the tech-heavy Nasdaq.
Nvidia's stock price has been one of the bellwethers of the AI boom, or AI bubble, depending on who you ask. Its data center segment earned $51.2 billion in sales over the quarter, fed by seemingly insatiable demand from the tech sector.
But even as Nvidia beats expectations, the chorus of fund managers voicing concerns that hyperscalers are over-indexing on AI continues to grow.
Bank of America's latest survey of fund managers found that the majority believe companies are over-investing and should improve their balance sheets. Those fears have likely been magnified by the scale of investment in AI data centers, costly infrastructure that depreciates over time.
Consider the magnitude of capital expenditures, which for Big Tech's hyperscalers has more than tripled since the end of 2023.
As the AI buildout expands beyond what tech giants can finance from their own pocketbooks, debt and PE players have increased their own investments in the space.
https://pitchbook.com/news/articles/5-charts-to-help-decipher-the-great-ai-bubble-debate
germany in 1 gifrel.
<f>
>How can a right be turned into a crime?
China Just Escalated Its AI War Against America
According to Anthropic, China has now weaponized artificial intelligence to automatically carry out cyberattacks, with the goal of crippling systems essential to everyday function.
“In mid-September 2025, we detected suspicious activity that later investigation determined to be a highly sophisticated espionage campaign. The attackers used AI’s ‘agentic’ capabilities to an unprecedented degree—using AI not just as an advisor, but to execute the cyberattacks themselves,” Anthropic details.
https://www.dailysignal.com/2025/11/20/china-just-weaponized-ai-against-american-critical-infrastructure/
moast wasted digits
pearls before swine
SECRET TENTATIVE INTIMATION
If there is anything I learned during my time as an interrogator at Guantanamo Bay, it is the importance of a well-formed conscience. Too seldom do we use periods of ease to ready our souls for the great challenges each of us must face. I certainly didn’t, and I wish I had.
https://www.jenniferbryson.net/_files/ugd/9f68d0_d44782112cd44c79b68ba3b7b78358d6.pdf
for the thinking anon. that's right, I said, "the." singular.
(picrel)
pearls before swine
same only moar (picrel)
https://downdetector.com/
<f>
who owns the zeitgeist?
anon remembers when anons were all in a tizzy about the wayback machine being down.
now they be like, "meh".
almost as if they be like (picrel)