Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble

The investment world is "expecting far more economic importance out of this technology than is likely to be provided," Burry's associate portfolio manager said.

Warning over power blackouts that could plunge US into darkness

Want to ditch ChatGPT? Gemini 3 shows early signs of winning the AI race

Google's new Gemini 3 is fast, smart, and winning benchmarks. Should OpenAI be worried?

Control the data, control the future

Why CIOs must reclaim the data layer in the Age of AI

The research behind Michael Burry’s next ‘Big Short’

Michael Burry, the investor known for predicting the housing meltdown ahead of the 2008 crash, is now targeting one of the market's most beloved themes, artificial intelligence. At the center of that effort is Phil Clifton, Burry's former colleague, whose research frames a core concern: AI's rapid adoption is real, but the economics behind the infrastructure buildout don't yet justify the cost. CNBC's Yun Li breakdown research notes from Clifton that explain Burry's negative thesis about AI.

Nio Confirms Chip Licensing Development with Automotive and Robotics Firms

Nio confirmed on Tuesday that it is working with partners to license its proprietary autonomous driving chip to external customers from the automotive industry but also in the robotics field.

Can CA protect its AI regulations from Trump’s executive order?

Trump is floating an executive order that would prohibit states, including California, from adopting their own artificial intelligence rules.

Forget “AI-First” Vs. “AI-Native.” The Real Metric Is Rev Per Employee

differences between AI first, AI Native, Frontier Firm when it comes to implementing AI within a company. employee chatbog

Schaeffler Partners with Neura Robotics to Integrate Humanoids into Production Operations

The companies plan to jointly develop and deploy new humanoid robots into their global networks and AI ecosystems by 2035.

Use AI browsers? Be careful. This exploit turns trusted sites into weapons

Researchers are warning AI browser users about a new exploit called HashJack that can infect devices and steal data.

‘That’s it? It’s so simple’: OpenAI’s Sam Altman teases screenless device with Jony Ive

Sam Altman wants his gadget to feel like a cabin by the lake, not Times Square

Europe loosens reins on AI – and US takes them off

EU and US unshackle regulations in quest for growth, and is the AI bubble about to burst? Not yet, says Nvidia

Aluminium OS will be Google’s take on Android for PC

A job listing reveals the first details of Google’s fusion of Android and ChromeOS.

Nord Security Founders Launch Nexos.ai For Governed Enterprise AI

Lithuanian-based startup nexos.ai, founded by the creators of Nord Security, pitches a single control layer that unites a developer AI Gateway with a secure AI Workspace.

Is language the same as intelligence? The AI industry desperately needs it to be

The AI boom is based on a fundamental mistake.

Alphabet Nears a $4 Trillion Valuation

Alibaba shares rise as AI drives 34% cloud sales jump

Alibaba reported a 34% year-on-year rise in cloud computing revenue to 39.8 billion yuan.

Amazon Invests $50B to Advance Federal AI, Supercomputing

Amazon said the investment will expand AWS' capacity across its Top Secret, Secret and GovCloud offerings by 1.3 gigawatts.

What Is Agentic A.I., and Would You Trust It to Book a Flight?

Agents, robots, and us: Skill partnerships in the age of AI

Learn how AI is transforming work, focusing on the collaboration between humans, agents, and robots.

Trillion Parameter Models, Tiny Software Kernels, And The Future Of AI

In an era of trillion-parameter models, we’ve forgotten how to build simple, trustworthy software. Niklaus Wirth’s legacy offers a blueprint to fix that.

Nvidia shares fall on report Meta will use Google AI chips

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

After market jolt, Nvidia tries to reassert control of AI narrative

Nvidia Corp. is mounting a forceful defense against rising skepticism over the durability of the artificial intelligence boom, circulating a seven-page fact-ch

AI Mental Health Apps Are Now Assessing How Good A Job Human Therapists Are Doing

AI for mental health has a new target, namely assessing human therapists. Initial reactions oppose this. But there's merit involved. Here's the inside scoop.