Investors are buying on Monday despite fears the AI trade nightmare is far from over
CNBC's morning briefing notes that investors are buying on Monday even as fears persist that the worst for AI stocks is not over.
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The neocloud shakeout is coming, and Nvidia has the most to lose
After stock crashes and Firmus's cancelled IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive. CoreWeave has lost a quarter of its market value and Microsoft dropped a deal with Nscale for 23,000 Nvidia chips, a risk for Nvidia since customers outside the hyperscalers make up 45% of its data center revenue.
Stripe says AI agent purchases are adding up, but it won't share the numbers
AI agents are increasingly using Link, Stripe's payment service, to shop on behalf of their users, Upstarts Media reports. Stripe has not disclosed any figures.
Anthropic vs OpenAI: the most expensive AI isn't the one you think
JDN measured what OpenAI and Anthropic models actually cost on business tasks. The list prices published by the vendors turn out to be a poor guide to the final bill.
Shadow AI: did employees figure out the real productivity gains before their bosses?
Employees sometimes use AI without permission to get around ill-suited tools. This opinion piece suggests such unofficial uses mainly reveal what makes their work needlessly complicated.
"Surprising that a player like OpenAI was exposed to such a basic bug as dropping the UTM"
For a week, ChatGPT stopped adding UTM tags to the links it sent users to. According to Julien Ribourt of consultancy Converteo, the impact on the websites of CAC 40 companies was moderate.