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AI & Enterprise

Jensen Huang \"They said it was a discount\" as Broadcom wipeout shakes Nvidia

Broadcom’s market capitalisation has fallen by more than $440 billion in a matter of days, reviving concerns that AI chip stocks are overvalued. Although Broadcom posted record quarterly revenue and tripled AI chip sales from a year earlier, its shares slid after it failed to meet market expectations for its growth path. The selloff spread to other AI- and semiconductor-heavy stocks, with Nvidia falling about 6 percent.

AI & Enterprise

Rising costs raise questions over big model-centric AI landscape

As corporate spending on AI rises rapidly, the big model-centric structure of the AI industry is showing signs of change. Developers have kept inference costs relatively low using invested funds, allowing companies to use advanced models below cost. With AI adoption spreading, more companies say costs are becoming a burden. Coinbase CEO Brian Armstrong forecast most work will shift to much cheaper models, a shift that could affect profitability at major AI firms.

AI & Enterprise

AI models split on 2026 World Cup winner, Spain gets 4 votes and Argentina 3

A test asking seven AI models to predict the winner of the 2026 World Cup produced split results, with four selecting Spain and three backing Argentina. All models ranked Spain, Argentina and France among the top teams, but differed on the champion. The experiment used the same 48-team field, 12 groups and full bracket. Differences largely reflected which data each model prioritised, such as Elo ratings or FIFA rankings and past results.