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Saturday, January 17, 2026

Tag: AI bubble concerns

Alibaba Cloud Revenue Soars 34% as AI Demand Accelerates

Alibaba's cloud business jumps 34% driven by AI boom, though overall profit falls 52% amid e-commerce competition. Company may exceed $53B AI investment plan.

Microsoft, Nvidia Invest $15B in Anthropic Amid AI Bubble Concerns

Major AI investment deal sees Microsoft and Nvidia commit up to $15 billion in Anthropic, raising questions about circular funding patterns in artificial intelligence.

Why Meta’s $20 Billion AI Spending Worries Investors More Than Rivals

Meta's massive AI infrastructure investment lacks clear revenue returns, creating unique Wall Street concerns compared to Google, Microsoft and Amazon's spending.