I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inference is going to be.
MARKET TRENDS
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Corporate AI Investment ROI and Its Impact on Workforce Hiring
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43% of CEOs plan to cut junior roles in the next two years, up from 17% last year. However, at the same time, only 27% say their AI investments have met expectations – down from 38%. Yet. The small group of companies that ARE seeing real AI ROI are actually more likely to hire
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Questioning the economic sustainability of AI infrastructure spending
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AI may not be a bubble. But some AI spending might be.
— Pascal Bornet (@pascal_bornet) 18 mai 2026
Loved this point from Ann Pettifor because it asks the question I keep coming back to:
Who pays for all this?
Data centers. Chips. Energy. Cooling. Debt.
All built on the belief that future AI profits will justify today’s… pic.twitter.com/e35239BWgCAI may not be a bubble. But some AI spending might be. Loved this point from Ann Pettifor because it asks the question I keep coming back to: Who pays for all this? Data centers. Chips. Energy. Cooling. Debt. All built on the belief that future AI profits will justify today’s
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AI races: top contenders in models, data centers, chips
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The three AI races and their top contenders:
Models: OpenAI, Anthropic, Google
Data centers: Amazon, Microsoft, Google
Chips: Nvidia, AMD, Google -
Microsoft missed AI wave, Copilot struggles, NPUs no killer app
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Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile, as Copilot scales back in Windows 11 Microsoft spent $37.5B per quarter on AI. Less than 3.3% of Microsoft 365 users pay for Copilot. OEMs stuffed NPUs into every laptop, and not a single k1ller
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Critical Perspective on GPT Development and AI Capabilities
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What I am about to describe ain’t AGI; it’s a sign of a trillion dollar trainwreck. If I had told you in 2022 that the 2026 version of GPT (which by the way would only be GPT 5.5 and not GPT-6 or 7 like many people fantasized about) would still have strange quirks like inserting
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Energy, not compute, may be AI bottleneck; Stratos data center uses 9 GW
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Energy, not compute, may become the real bottleneck for AI. The proposed Stratos data center in Utah could consume up to 9 GW of power at full buildout, making it one of the largest data center projects in the world. That is roughly comparable to New York City’s average
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AI replacing elite financial analysts, says investment CEO
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El CEO de uno de los fondos de inversión más poderosos del mundo acaba de admitir algo brutal:
— Nico (@nicos_ai) 17 mai 2026
La IA ya está reemplazando trabajos financieros de élite.
No hablamos de tareas básicas ni administrativas.
Hablamos de analistas con másters y doctorados haciendo trabajo altamente… https://t.co/NmT4lph0yN pic.twitter.com/6zHBEgQjnjThe CEO of one of the world's most powerful investment funds just admitted something brutal: AI is already replacing elite financial jobs. We're not talking about basic or administrative tasks. We're talking about analysts with master's and PhDs doing highly specialized work.
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Google Publishes Guidance on Optimizing for Generative AI Search Features
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JUST IN Google just published its first major piece on "Optimizing your website for generative AI features on Google Search"
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Google Gemini 3.2 Flash-lite-live cheaper real-time model
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GOOGLE : Traces of Gemini 3.2 Flash-lite-live have been spotted on Google Cloud Console. Even cheaper real-time model?