The AI bubble is already popping; we just don't know it yet
KETTLE Big tech's Q2 earnings have been pouring in over the last two weeks, and it looks like stock market investors are taking a pin to the AI bubble.
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Between eye-watering capex expenses, shrinking free cash flow, and worries about chip availability, things are starting to look tight. El Reg editor-in-chief Matt Rosoff and systems editor Tobias Mann join host Brandon Vigliarolo for this episode of The Kettle to discuss what the numbers mean and how things pan out.
Most importantly for Reg readers, they also offer advice on what IT teams should do in such a volatile market. Hint: It doesn't involve going all in on frontier lab products across the enterprise.
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