4 articles
SoftBank\u2019s prediction that AI will require $5 trillion a year by 2040 reframes the bubble debate: the question is no longer whether the market is overheated, but who can finance the buildout.
IBM\u2019s warning that AI is squeezing software budgets captures a new enterprise reality: companies are paying for AI twice, once in new tools and again in the systems they have to replace.
Satya Nadella\u2019s warning that firms may be giving away their own know-how to LLM providers turns AI adoption into a new knowledge-bargain problem for enterprises.
Apple’s lawsuit against OpenAI signals that the AI competition is moving beyond benchmarks and into the legal machinery that guards model development, product design, and distribution.