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36m 25s

TechCheck Takes: Brushing off new bubble...

CNBC
About this episode
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP ... Show More
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Nov 19
TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
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Startup Losses Fuel AI Boom 11/14/25
<p>Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute turns into revenue for a megacap player like Microsoft, ... Show More
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