OpenAI's latest model has Jensen Huang declaring that "AGI has arrived." Sam Volkering looks at the accelerating shift from AI that answers questions to AI that does real work – and why that could unleash another wave of demand for compute, memory, storage, and power.
Markets can rise far longer than seems rational. But when a bubble finally bursts, the losses can come frighteningly fast. Bill Bonner looks at what happens when speculation gives way to deflation – and why protecting yourself from the Big Loss matters more than chasing the next Nvidia.