Analysis: Equity, Debt and Vendor Credit – How AI Compute Is Being Financed
AIBW analysis: Mistral's bank debt, Meta's joint venture and Nvidia's financing show three models.
By AIBW Desk
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Opinion & Analysis
Analysis: Chips Are Splitting by Job – Training, Inference and Agent CPUs
AIBW analysis: Google, Nvidia and Alibaba are all specializing silicon.
By AIBW Desk
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Get in TouchAnalysis: Who Is Getting the Money – Concentration in AI Funding
AIBW analysis: Q3's record count of billion-dollar rounds sits alongside many smaller, specialized raises.
By AIBW Desk
Analysis: Three Surveys, Three Adoption Rates – Why 20%, 57% and 73% Can All Be Right
AIBW analysis: different samples and definitions explain the spread in headline AI adoption figures.
By AIBW Desk
Analysis: Reading Anthropic’s Numbers – Run Rate, Revenue and Loss
AIBW analysis: three figures that look inconsistent actually measure different things.
By AIBW Desk
Expert Opinion: Strategist Dhaval Joshi Sees a ‘Rolling Sequence of Bubbles’
Fortune reports his view that software, silver and chipmakers each inflated and popped in turn.
By AIBW Desk
Expert Opinion: Peterson Institute Puts AI’s Share of U.S. Growth at a Fifth to a Third
Euronews cites estimates that AI investment contributes 0.45 to 0.97 percentage points of 2026 growth.
By AIBW Desk
Expert Opinion: Oxford Economics Says Many ‘AI Layoffs’ Reflect Past Overhiring
The analysts' finding challenges executives' framing of 2026 job cuts.
By AIBW Desk
Expert Opinion: Stanford Economists See a Nearly $1 Trillion Gap Between AI Spending and Revenue
Axios reports an analysis that finds hyperscalers would need to triple or quadruple AI revenue next year and sustain similar…
By AIBW Desk
Expert Opinion: Wells Fargo’s Ohsung Kwon Calls AI Capex a ‘Euphoric’ Bubble and Says Own It
Fortune reports the analyst's May argument: 'Don't fight the tape,' with named risks that would end the trade.
By AIBW Desk
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