What Happens When $300B AI Bets Meet Bubble Fears? 📈🧠💣
DEEPAI VC
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TL;DR
- Oracle’s massive OpenAI deal now key AI bubble barometer
- Disney licenses characters into generative AI pipelines
- Travel and wine firms quietly deploy sector-specific AI
- Chipmakers and AI stocks flash mixed but strong signals
HEADLINES
Microsoft investors eye cloud, Copilot AI momentum 💼🔗
Disney opens vault to generative AI partner 🎬🔗
Oracle $300B OpenAI deal unnerves investors 💸🔗
BigBear.ai weighs contract wins against dilution risks 📊🔗
Wall Street quietly positions for potential AI bubble 😬🔗
TSMC seen as linchpin of AI chip supply 🔌🔗
NEW LAUNCHES
Thomas Cook India launched TACY AI holiday travel assistant 🧳🔗
Treasury Wine Estates unveiled AI-driven innovation wine range 🍷🔗
MIT Museum highlighted AI: Mind The Gap exhibition 🧪🔗
TRY THESE TOOLS
Starkey Omega AI offers adaptive AI hearing enhancement 🦻🔗
Navan Platform delivers AI-powered travel and expense management 🧾🔗
MultiSensor AI Platform monitors industrial assets with predictive AI 🏭🔗
METRICS
TSMC expects AI chips to drive double-digit growth 📈🔗
BigBear.ai guided revenue growth but flagged dilution 📊🔗
Palo Alto Networks leans on AI security to sustain margins 📐🔗
BENCHMARKS
Semiconductor analysts raised profit outlooks amid AI supercycle 📘🔗
Wall Street strategists see AI-linked trades dominating flows 🧮🔗
ManpowerGroup research says 53% of employers use AI tools 📑🔗
INFRA & COSTS
Oracle faces scrutiny over massive AI cloud capex 🖥️🔗
TSMC expanding leading-edge fabs for AI processors 🏗️🔗
Coherent Corp. volatility highlights optics costs in AI stacks 🔍🔗
VALUATIONS
Wall Street traders hedge against potential AI valuation bust 🏷️🔗
Microsoft priced on sustained AI-led premium multiples 💹🔗
BigBear.ai trades as speculative small-cap AI play 🎯🔗
POLICY
G20 leaders push for safer, inclusive global AI governance ⚖️🔗
US Congress embeds AI model development in energy bill 📜🔗
US defense report urges expanded AI/ML training for servicemembers 🪖🔗
SOVEREIGN
China leans on digital, AI to bolster growth 🏛️🔗
Japan METI frames chips, AI as economic-security pillars 🛡️🔗
Abu Dhabi funds channel trillions into energy, chips, AI 🏦🔗
SECTORS
Cybersecurity adopted AI-driven threat detection at scale 🛡️🔗
Travel deployed AI concierge for holiday planning ✈️🔗
Entertainment licensed iconic IP into generative AI 🎭🔗
Wine industry used AI to design new blends 🍇🔗
COMMUNITY MEMBER SPOTLIGHT
MIT Museum curated AI: Mind The Gap public exhibition 🏛️🔗
Edge AI Foundation celebrated 10k stars for MLSYSBOOK.AI 📚🔗
ManpowerGroup leaders launched Work Intelligence Lab on AI jobs 👥🔗
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