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2 Years of AI Boom Now It’s Breaking Down!

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Today's Updates and Insights

  1. Get Free $5K ads credit 👈👈👈

  2.  Wall Street Says: AI Hype Is Over

  3. Wall Street Says: AI Hype Is Over

  4. FREE Voice AI Agent Whatsapp

  5. Let's Talk About the AI Bubble

  6. Latest AI Tools

  7. Latest Tech News

  8. Creating a Free Business Page with Blogger

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📝 Short Intro
After two years of explosive AI-driven stock growth, Wall Street investors are beginning to cool on the hype. Analysts say AI stocks may finally be hitting a point where revenue and adoption can’t keep pace with sky-high valuations — prompting market hesitation.

📌 What You Need to Know

  • AI-linked giants like Nvidia, Microsoft, and AMD have seen recent stock pullbacks after record highs.

  • Analysts warn that companies chased AI spending without clear ROI or customer demand.

  • Some hedge funds are rotating out of AI stocks into other sectors (energy, financials).

  • Morgan Stanley says investors now want to see “real revenue,” not just AI announcements.

  • Chip supply still exceeds demand for some sectors, signaling a cooling investment cycle.

📎 Why This Matters
AI fueled one of the biggest stock market rallies in years — if optimism fades, it could impact investment in startups, compute infrastructure, and AI innovation budgets.

Read More: TechCrunch

Wall Street Says: AI Hype Is Over?

📝 Short Intro
OpenAI has formally requested that the U.S. government broaden the reach of the investment tax credit from the CHIPS and Science Act — originally targeted at semiconductor manufacturing — to also cover AI servers, data centers, and associated grid infrastructure.

📌 What You Need to Know

  • OpenAI’s letter, dated October 27, 2025, was addressed to the White House’s OSTP director and authored by its Chief Global Affairs Officer, Chris Lehane.

  • The current tax credit in question is the Advanced Manufacturing Investment Credit (AMIC), offering up to 35 % for qualifying semiconductor manufacturing investments.

  • OpenAI proposes that eligibility be expanded to include:

    • AI data centers (the actual facilities)

    • AI servers (hardware production)

    • Electrical-grid components and infrastructure (transformers, switchgear, transmission lines) that support large-scale AI infrastructure.

  • Although there was commentary about government loan guarantees, OpenAI’s CEO Sam Altman clarified the company is not seeking federal bailouts or guarantees for data center projects.

  • OpenAI has disclosed massive infrastructure ambitions: roughly $1.4 trillion in AI infrastructure investment over the next eight years, underscoring why the company regards tax credits as strategic.

📎 Why This Matters

  • If approved, AI data centers would join the national industrial ecosystem like fabs and chip manufacturing, marking AI infrastructure as strategic in U.S. policy. This prompts questions about offering private AI infrastructure incentives, balancing tax credits with subsidies, and highlighting the convergence of AI, infrastructure, and industrial policy.

    Read More: TechCrunch

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Let's Talk About the AI Bubble

If you’re wondering whether the AI boom is for real or just hype, this discussion breaks it down.

📘 Brief Description

This video explores the concept of an “AI bubble” — focusing on why massive investment and hype around artificial intelligence might be over-extended, even though the technology itself is fundamentally transformative.

📋 What You’ll Learn

  • The signs that suggest AI investment may be reaching bubble-levels (e.g., valuations, infrastructure spending)

  • Why despite huge moves, returns from many AI projects are still uncertain

  • What “bubble” means in this context — not just hype, but a mismatch between investment and real-world outcomes

  • What the implications could be for businesses, investors, and the broader tech ecosystem

Start watching this to gain a clearer view of where AI stands today — hype vs. reality.

Here is the full Video Tutorial 👉 Click Here

 Latest AI Tools

MeDo : AI-powered no-code platform for building full-stack apps quickly and affordably.

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GitLaw : AI platform for drafting, reviewing, and managing legal documents.

Nimo : Intelligent canvas for unified AI workflows and app integration.

 Latest Tech News

1. Meta Platforms plans US $600 billion investment as AI data-centres expand

Meta announced it will invest around $600 billion in U.S. infrastructure and jobs over the next three years, including large-scale build-out of AI data-centres.

2. Nvidia CEO sees “very strong demand” for Blackwell chips

Nvidia’s Jensen Huang said the company is seeing very strong demand for its state-of-the-art Blackwell-architecture AI chips and is working closely with TSMC on wafer supply.

3. OpenAI asks U.S. for Chips Act tax-credit expansion for AI data-centres

OpenAI has requested that U.S. policy be updated to expand tax credits under the Chips Act so AI infrastructure build-out is more financially viable.

4. DeepSeek researcher warns of AI job-threat in startup’s first public appearance

In its first public appearance in nearly a year, Chinese AI firm DeepSeek’s senior researcher said that while AI can help humanity, over the next 10–20 years it could take over large swathes of work and pose societal threats.

Resources

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