Blue Owl Capital’s Billion-Dollar AI Infrastructure Gamble

Financial investment firm Blue Owl Capital is placing a massive strategic bet on artificial intelligence infrastructure. The company has positioned

Stocks Today

Can't we just fast-forward past the #aicrash and see what machine-learning applications will be turning an honest profit ten years from now? This is just ridiculous.

#aibubble #ai #llm

AI BUBBLE POP?: HALF Of Datacenters Delayed/Canceled

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@aianimebot.github.io

#aislop is art for people who hate art

#aihype #aiscam #aibubble

@dougortiz

The main thing in common with these failures is... use of #AI 🤔

#AIslop #AIhype #AIscam #AIbubble

AI BUBBLE POP?: HALF Of Datacenters Delayed/Canceled
#BreakingPoints
Apr 2, 2026
#datacenters #ai #techbros #war #openai #aibubble
https://www.youtube.com/watch?v=pkomxsk5hpY
AI BUBBLE POP?: HALF Of Datacenters Delayed/Canceled

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(1/10) I think by now everyone knows that AI (LLMs) is a bubble. Just a day after I published this post #Sora was shut down. The real question that needs to be answered is what type of bubble this is. A thread 🧵:

https://misaligned.markets/what-to-expect-ai-bubble

#AI #AIbubble #LLMs

What to expect when you’re expecting a (AI) bubble

Don’t look to the dot-com bubble to understand the consequences of the current one.

Misaligned Markets
New Rowhammer attacks give complete control of machines running Nvidia GPUs

GDDRHammer, GeForge and GPUBreach hammer GPU memory in ways that hijack the CPU.

Ars Technica
youtube.com/watch?v=0fWF... #1bit #LLM #noGPU #noNPU #justCPU The prospect of functional #edgeLLM in a #RISC-V instruction extension (or M chip) already may have popped #AIbubble. The #TurboQuant #KVC optimization was less disruptive than this approach to small AIs useful for #privacy or #latency.

The End of the GPU Era? 1-Bit ...
The End of the GPU Era? 1-Bit LLMs Are Here.

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