IF AI REVENUE DOESN’T T CATCH UP WITH AI SPENDING, GLOBAL STOCKS WILL BE AT RISK.

UNDER DANIELA AND DARIO AMODEI , , THE WONKY STARTUP HAS SHRUGGED OFF ITS “DOOMER” ” REPUTATION. NOW IT’S THE GO-TO AI TOOL FOR THOUSANDS OF COMPANIES. HOW LONG CAN IT STAY AHEAD OF ITS BIGGER, FREE-SPENDING RIVALS?

“There are elements of irrationality through a moment like this,” Google CEO Sundar Pichai tells the BBC. Even Big Tech bosses are starting to express nervousness about the scale of spending on AI chi

Companies in the news ...and how they were assessed

THREE YEARS OF EUPHORIA IN STOCKS AND OTHER ASSETS HAVE INVESTORS BRACING FOR TROUBLE. HERE’S WHAT TO DO IF BAD NEWS ARRIVES.

Plenty of influential investors have been trimming or offloading stakes in Nvidia as the AI boom draws a growing number of sceptics. But none has attracted attention quite as much as Michael Burry, sa