And to add on this: There is, at the very least, significant fear in the market that a bubble could burst, potentially impacting the entire market, as Bloomberg reports today. Once again: I do not see this risk. While "neocloud" companies may indeed suffer, the technology
ECONOMY
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Per GPU Agent Fees Could Encourage Open Inference Alternatives
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Here's the thing. Sell the GPU, then charge $2k a year to run agents on it. That's the CUDA tax going subscription. Smart business, I get that, but it's also the best ad for open inference stacks I've seen. For every paid road, there will now be huge incentives for free one
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Goldman Finds AI Adoption Correlates With Slower Employment Growth
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GOLDMAN: “.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
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An AI Market Correction Could Reallocate Compute to Stronger Businesses
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It seems the first market correction in AI is underway. Musk believes many neoclouds will run out of money. But there's also an advantage to this, because the acquired compute won't disappear; instead, it will go to companies that already have strong revenue streams. Therefore,
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Musk Envisions AI Reducing Money Importance and Controlling Itself
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INSIDE: Elon Musk on Money and AI
— Amitav Bhattacharjee (@bamitav) 26 octobre 2026
Musk predicts an AI future in which money loses its importance and people can access the goods and services they want.
He also questions whether even wealthy people will ultimately control AIs, suggesting the systems could control themselves.… pic.twitter.com/E5mY9PYMtbINSIDE: Elon Musk on Money and AI Musk predicts an AI future in which money loses its importance and people can access the goods and services they want. He also questions whether even wealthy people will ultimately control AIs, suggesting the systems could control themselves.
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Musk Says Debt Markets Restrict Funding for AI Data Center Firms
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‘Debt markets have almost completely cut off access to money for any company without substantial revenue outside AI data centers.’ Elon Musk said that last night. In plain terms: lenders are hardly financing companies anymore that [Traduit de FR vers EN]
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A Report Challenges Financial Payoffs From Corporate AI Spending
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"Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech." https://
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Potential Per GPU Software Fees Could Increase Agent Deployment Costs
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Buying GPUs could be just the beginning of your AI bill! NVIDIA is reportedly discussing a $2,000 annual software fee per GPU for running AI agents. For businesses deploying thousands of GPUs, recurring software costs could quickly become substantial. The economics of Agentic
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AI Productivity Gains Concentrate in High Adoption Industries
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AI productivity gains are showing up, but only in ~15% of jobs. The three heaviest AI adopters (information, professional services, finance) went from a 2.2% productivity trend to 5.0% since 2022. The rest of the economy: 0.9% to 1.4%.
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A Commentary Notes AI Stress Reaching Bond Markets Before Jobs
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ai stress hitting bonds before it hits my job is a plot twist