AI is generating massive fortunes in the US and China: The combined wealth of new US AI billionaire entrants rose +$44 billion in the first 9 months of 2026, to $132 billion. Over the same time period, the combined wealth of new Chinese AI billionaire entrants surged +$43
ECONOMY
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Researcher Considers Funding a Lab Through Local DeepSeek Inference
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I bought a B300 machine for my lab at CMU. I was thinking of using it to do research on LLMs, but now I'm thinking of whether I should just use it to serve deepseek-v4.1-flash tokens with the new deepseek inference code and fund the entire rest of my lab that way 😅
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Commentary Questions AI’s Risk-Benefit Balance Amid Security and Investment Concerns
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the negative case against AI gets stronger every day; even Altman admits the problems are very serious with no obvious solution. the positive case, meanwhile, looks weaker every day. a quote from Apollo’s Torsten Slok: “Despite massive investments and widespread hype around
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AI Cloud Demand Can Outpace Available Infrastructure Financing
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🚨 THE AI BUBBLE CAN BURST EVEN IF THE TECHNOLOGY WORKS And Jensen Huang has just explained one of the reasons. Demand for AI cloud services is enormous. But capital is lacking. Yesterday:
→ Nasdaq: −2.6%
→ Meta: −7%
→ Semiconductors: −6.7% The problem: [Traduit de FR vers EN] -
Commentary Challenges Selection Bias in AI Spending Bubble Charts
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The viral Apollo charts claiming "AI spending is just circular VC money" are a masterclass in financial data misdirection. Here is why the narrative collapses the moment you look under the hood: 1. The Ultimate Selection Bias (The Ramp Dataset)
Apollo’s data comes from Ramp -
GPU Idle-Time Survey Challenges AI Infrastructure Expansion Plans
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When people start to write postmortems of the GenAI crash, this will be a popular statistic: https://
venturebeat.com/infrastructure
/ai-bubble-update-79-of-companies-say-their-gpus-sit-idle-at-least-half-the-time-yet-most-plan-new-ai-platforms
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AI Infrastructure Returns Face Power Delivery and Profitability Constraints
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McKinsey estimates ~$7T in AI infrastructure investment by 2030 and ~$760B in annual profits needed to justify it. Energy is the main constraint. Which emerging power pathway can move faster than grid upgrades?
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KPMG Says Few Companies Consistently Connect AI Spending to Value
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KPMG Says Most Companies Track #AI Costs, But Only 12% Consistently Link Costs to Value
by @antgrasso #ArtificialIntelligence #EnterpriseAI #AIGovernance #DigitalTransformation -
Kimi and Opus Scene Test Compares Token Cost and Runtime
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Kimi K3.1 acaba de cargarse a Opus 5.5 / Astra
— angel (@angeldot_) 24 octobre 2026
Le di a Kimi K3.1 el mismo prompt, y creó esta escena por 5 veces menos tokens que Opus 5.5
Kimi K3.1: $2.15 · 6 mins
Opus 5.5: $10.65 · 28 mins
China acaba de volver a la carrera de la IA https://t.co/QzUL4LppZy pic.twitter.com/VYFhqbUcVLKimi K3.1 has just surpassed Opus 5.5 / Astra I gave Kimi K3.1 the same prompt, and it created this scene with five times fewer tokens than Opus 5.5 Kimi K3.1: $2.15 · 6 min
Opus 5.5: $10.65 · 28 min China has just returned to the AI race [Traduit de FR vers EN] -
AI Demand Drives Expectations of Rapid Data Center Spending Growth
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Data center spending to skyrocket from AI #datacentre #AI #AIdatacentre #tech