Welp, it's all kicking off this week in AI!

Nvidia is going all squishy over a planned $100Bn investment in OpenAI:

https://www.cnbc.com/2026/02/02/nvidia-stock-price-openai-funding.html

Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:

https://www.fool.com/investing/2026/02/02/shares-down-10-earnings-call-microsoft-stock/

… Is the AI bubble over?

@cstross think it is just going to normalise along what it is always about... Existing advertising corps will run the bullshit generators baked into their honeypots - search, social media etc. Others who foolishly tried to incorporate it into their products without really having this reach already will scale down. Masses will by default increase the use of BS generators as it will be at the core of their tech use.