Apollo's Slok: AI's core flaw is compute costs outweigh benefits
As AI stocks tumble, the economist warns demand for compute is price-sensitive and the payoff for firms has yet to show up.

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As AI stocks tumble, the economist warns demand for compute is price-sensitive and the payoff for firms has yet to show up.
The company now says junior hiring is down and human attention is the bottleneck - but experts question whether the vision matches reality.
The marketplace's new AI policy targets automated listings and AI-created content, signaling a broader crackdown on generative AI in e-commerce.
Ranking member Robert Garcia demands documents on Eric Baker's Andro Capital ties, warning of conflicts that could raise ticket costs and squeeze artists.
How developers power the AI buildout, with gas turbines or renewables, will decide whether Texas breathes easier or loses its clean air progress.
Mukesh Ambani's Jio listing is drawing record demand, but the offering's real story is how the telecom giant is repositioning itself as a technology company.
Data-center demand has locked up most of Samsung's supply, and analysts now expect another double-digit price surge for consumer RAM.
The rocket giant's third-quarter net income shows AI demand is now a decisive force in the space economy.
A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.
New global analysis finds 25% of data centers already face water stress for at least one month a year - and climate change could push that to one-third.
Austrian MEP Lena Schilling found deepfaked nudes of herself online and is demanding EU action as a new report quantifies the scale.
Apple's first foldable starts at $1,999, and preorder demand is so strong that orders are slipping into 2027, reshaping the foldable market and your upgrade cycle.