As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

These are just a few examples of the hundreds of billions of dollars that corporations are investing in AI projects and related data center infrastructure.

NVIDIA Spectrum-6 Ethernet is the next generation of Ethernet for AI networking, built to scale Rubin-based AI factories with higher efficiency and greater resilience, and enabled by 200G SerDes ...

Nvidia launched its Rubin AI platform at CES 2026 on Monday , promising 10x lower inference costs and a new storage ...

AWS cloud infrastructure targeted by cyberattacks from Russian hackers in threat actor campaign focused on customers’ network ...