Stories tagged “AI”, newest first.
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Cash-rich buyers, chip shortages and a lower forward P/E set 2026 apart from 2000. Vendor financing, leased data centres, concentration and margin debt rhyme. Not a price call.
The public S-1 confirms the reported $80.7bn first-half loss and puts the operating loss at $693m. The first-half figures are unaudited, and the price range and share count are blank.
Benchmarks find video models can look convincing without obeying physics, while Synopsys and Siemens paid billions for simulation software. The world-model case is being tested, not settled.