Boom and Bust

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Decoupling Technologies from Market Bubbles

AI will outlive a bursting bubble

Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage

“Dirty ChatGPT” is coming to town

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

The AI Boom: Three Secondary Concerns and One Primary Anxiety

Maybe it’s not a bubble on the verge of bursting, but nor is it sustainable