Is AI one big bubble, ready to pop?

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IS AI ONE BIG BUBBLE, READY TO POP? 🫧

What happened? OpenAI CEO Sam Altman admitted that the current AI boom may be a bubble—similar to the dot-com frenzy of the 1990s—suggesting investors are “overexcited” about the technology.

What did he say? Altman compared today’s AI industry to the internet craze of the 90s, where massive investment outpaced profits, leading to a market collapse. Despite acknowledging the risk, Altman expressed confidence in OpenAI’s future. He pointed to ChatGPT’s explosive growth—now with 700 million weekly users—and mentioned plans to spend trillions on new data centers. Altman argued that, like Amazon after the dot-com crash, OpenAI could survive a shakeout while weaker startups falter.

Why does this matter? Altman’s remarks highlight both the risks and resilience of AI’s rapid rise. For investors and everyday users, it’s a reminder that hype doesn’t guarantee stability—but OpenAI’s growth suggests the core technology is here to stay. If history repeats, only a few big players will dominate once the dust settles.

U.S. GOV PUTS LOCATION-TRACKING DEVICES IN AI CHIPS 📍

What’s happening? The U.S. government has quietly begun embedding location-tracking devices in some shipments of advanced AI chips to prevent them from being illegally diverted to China.

How does it work? These trackers are not placed in every export, but rather in shipments under active investigation. The chips in question often come from U.S. hardware makers like Dell and Super Micro and include powerful processors from Nvidia and AMD. Once activated, the devices transmit location data, allowing authorities to confirm whether the shipments reach their intended destinations or are rerouted to restricted areas, such as mainland China. While the technology itself is long-used in law enforcement to track stolen goods or weapons, its application to AI chips marks a new frontier.

Why does this matter? AI chips are not just tools for innovation—they also have potential military and surveillance uses. By tracking them, Washington aims to curb smuggling networks and ensure these powerful technologies do not strengthen China’s military ambitions.

WINDOWS 12 WILL HAVE AI AT ITS CORE 💻

What’s new? Microsoft’s Windows chief Pavan Davuluri said the next version of Windows will be “more ambient, pervasive, and multi-modal” as AI reshapes how we interact with computers.

How will this work? Instead of relying only on a mouse and keyboard, future versions of Windows will use AI to better understand user intent and context. Voice commands are set to become a core input method, allowing people to speak naturally to their PCs. The operating system will also blend local computing power with cloud-based AI, enabling it to analyze what’s on your screen, respond intelligently, and adapt across different devices. This marks a shift from AI assistants being add-ons to being woven into the very foundation of the OS.

Why should you care? Imagine telling your PC what you want instead of navigating menus. Or, imagine asking AI to explain what’s on your computer screen. This future could redefine personal computing.

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