On her latest episode, @siliconvalleymm asked me the question on everyone's mind right now: are we in an AI bubble? My answer is no. AI is the smartest, most capable technology ever invented. And it keeps improving even faster than we thought possible.
INVESTMENT
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Replicate Joins Cloudflare, Maintains Brand Independence
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Big news: Replicate is joining Cloudflare.
— Replicate (@replicate) 17 novembre 2025
Replicate's going to carry on as a distinct brand, and all that will happen is that it’s going to get way better: it’ll be faster, we’ll have more resources, and it’ll integrate with the rest of Cloudflare’s Developer Platform.… pic.twitter.com/0ElvpbdXw6Big news: Replicate is joining Cloudflare. Replicate's going to carry on as a distinct brand, and all that will happen is that it’s going to get way better: it’ll be faster, we’ll have more resources, and it’ll integrate with the rest of Cloudflare’s Developer Platform.
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Grok predicts Polymarket outcomes as superior sentiment tool
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Try using Grok to predict @Polymarket outcomes. Being plugged into X, it is a better sentiment measuring tool than any other LLM… and it’s not even close.
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Fairwater Atlanta datacenter requires 15 million labor hours
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Already our Fairwater datacenter in Atlanta has taken over 15 million labor hours to build – even more once it's fully finished. For comparison the Empire State building took 7 million!
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OpenAI secures record $38B AWS deal for Nvidia GPUs
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Pendant que Google vise les étoiles,
OpenAI signe un contrat record avec AWS : 38 milliards de dollars pour s’assurer assez de GPU Nvidia d’ici 2026. La bataille de la puissance devient le nouveau bras de fer planétaire. -
China’s Moonshot AI Releases Kimi K2 Thinking Model
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Pendant ce temps, la Chine avance. Moonshot AI publie Kimi K2 Thinking,
un modèle open source qui rivalise avec GPT-5. Le match EU / Chine va-t-il bientôt se jouer en orbite ?
Comme une impression de déjà-vu… -
AI and Data: The New Language of Finance
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AI + Data: The New Language of Finance If you still think AI in finance is just about automation, think again – it’s now the engine behind smarter decisions, faster insights, and entirely new business models. From GPTs generating real-time reports to deep learning predicting
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AI financial workflows pack booth shoulder-to-shoulder
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Their booth turned into a traffic jam. People were packed shoulder to shoulder watching real financial workflows run on AI. Account flows. Risk routines. Compliance tasks. Everything responding instantly.
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NVIDIA Nominated for Global Semiconductor Awards Recognition
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Honored to be nominated for the 2025 @GlobalSemi Analyst Favorite Semiconductor Company Award and the Most Respected Public Semiconductor Company Award. It’s a privilege to be recognized alongside other remarkable nominees. See the full list: https://
nvda.ws/4nULnvO -
Anthropic invests $50B in AI infrastructure
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Anthropic started investing into their own AI infrastructure with an initial $50B investment.