Are we all living inside an artificial intelligence bubble

Circular deals have turned into a dominant financial pattern in the artificial intelligence boom: investors fund start-ups and then sell them the compute and infrastructure they must buy back. The practice has sped infrastructure build out but also created tightly coupled financial risk.

Foxconn advances $1.4 billion NVIDIA GPU cluster, deepens hardware partnership with OpenAI

Foxconn said its $1.4 billion supercomputing center built with NVIDIA will be ready in the first half of 2026 and become Taiwan’s largest advanced GPU cluster. The company also confirmed a partnership with OpenAI to co-develop data center hardware, with OpenAI receiving early access to test components.

Dell ships Pro Max 16 Plus with Qualcomm discrete Artificial Intelligence NPU

Dell’s Pro Max 16 Plus includes a Qualcomm Artificial Intelligence-100 Ultra discrete NPU delivering 870 INT8 TOPS and 128 GB of LPDDR5X memory, enabling local models up to 120 billion parameters on the NPU alone.