The AI bubble is popping; we just don't know it yet
The Register's podcast discusses recent big tech earnings, suggesting that the current AI market may be in a speculative bubble. Experts advise IT teams to exercise caution rather than over-investing in unproven frontier AI products.
Why it matters
It highlights growing investor skepticism toward the massive capital expenditures big tech companies are pouring into AI infrastructure.
Weird times in earnings-land, and we're talking about it on The Reg's home grown podcast
KETTLE Big tech's Q2 earnings have been pouring in over the last two weeks, and it looks like stock market investors are taking a pin to the AI bubble.
You can listen to the latest episode of The Kettle right here on this page, as well as on Spotif y , Apple Music, or YouTube , where you can subscribe to get notified about the latest episode.
Between eye-watering capex expenses, shrinking free cash flow, and worries about chip availability, things are starting to look tight. El Reg editor-in-chief Matt Rosoff and systems editor Tobias Mann join host Brandon Vigliarolo for this episode of The Kettle to discuss what the numbers mean and how things pan out.
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