aiqbench takeChips & Infra

The piece is about AI investment sentiment, but its core is the data center buildout behind it: capex concerns at Meta, volatility in AI stocks, and new Nvidia reference architectures. For readers, the signal is that infrastructure spending now drives both AI market swings and hardware direction, so it's worth tracking alongside earnings from the big cloud providers. Venture enthusiasm and public stock skepticism are both present, and neither settles where the sector is heading.

Source coveringSiliconANGLE

In AI, it’s a tale of two diverging investor classes

SiliconANGLEOctober 23, 20267 min read

Depending on where you sit as an investor, artificial intelligence still looks like a massive opportunity, or it’s now looking way too risky given growing infrastructure investments and the public’s souring on AI and all the data centers needed to power it. Really, it’s both. This week saw continued big venture capital investments in AI companies such as OpenAI, DeepSeek, Legora, Otter.ai, Flapping Airplanes (really) and more. But on Thursday, continued worry about potentially excessive data center spending — such as at Meta, which plans to issue new shares to pay for even more expansion — knocked AI stocks such as SpaceX and CoreWeave way down Thursday. That volatility isn’t likely to change anytime soon, as more big earnings reports are coming next week, including the…

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