🤖 The AI Bubble’s About to POP? What You Need to Know.

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In today’s Daily Report:

• 🫧The AI Bubble’s About to POP? What You Need to Know.

• 🌂Delivering More Accurate Global Weather Predictions

• 🛠Trending Tools

• 🥪Brief Bites

• 💰Funding Frontlines

• 💼Who’s Hiring?

Read Time: 3 minutes

🗞RECENT NEWS

THE AI BUBBLE

🫧The AI Bubble’s About to POP? What You Need to Know.

Is AI in a bubble? Trillion-dollar spending commitments signal hype, yet the technology’s transformative promise keeps the frenzy alive.

Key Details:

• The Magnificent 7 make up over 37% of the S&P 500 Index, heavily influencing the U.S. financial markets and investor sentiment. NVIDIA alone makes up about 8% of the S&P 500 Index. That means nearly 8% of every dollar invested in the S&P 500 Index goes to NVIDIA.

• The Magnificent 7 are projected to spend nearly $400 billion on AI infrastructure this year. To justify the price of their stock today, these Big Tech companies must generate nearly $3 trillion in yearly revenue. In other words, AI must become the biggest money-making engine in the history of capitalism, bigger than every major tech company combined today, to validate these numbers.

• To achieve this, OpenAI CEO Sam Altman recently committed to spending $1.4 trillion on AI infrastructure with Broadcom Inc., Oracle, NVIDIA, AMD, and AWS despite OpenAI only generating roughly $20 billion in yearly revenue. Then, OpenAI CFO Sarah Friar accidentally stated that OpenAI expects assistance from the U.S. government if all else fails. If it weren’t for AI spending right now, the U.S. economy would arguably be in a recession.

Why It’s Important:

• Big Tech companies are increasingly taking on massive debt to fund AI-related investments. In other words, they’re borrowing from a future that doesn’t exist yet. The trillion-dollar debate around The AI Bubble revolves around this crucial question: “Is AI truly a transformative technology, or an overblown promise?”

• So, why are the Magnificent 7 continuing to throw money at AI-related investments when all signs indicate The AI Bubble might pop soon? Historically, every major technological advancement has gone through overinvestment phases where financial markets overreact. However, even when the financial cycle dips, the technology cycle continues. Big Tech companies believe it’s better to overinvest and survive a correction than to underinvest and miss out.

GOOGLE DEEPMIND

🌂Delivering More Accurate Global Weather Predictions

Google DeepMind developed “WeatherNext 2,” which accurately predicts global weather forecasts up to 15 days in advance.

Key Details:

• “WeatherNext 2” is powered by a cluster of TPUs, which deliver up to 42.5 Exaflops per Pod, where each Pod (i.e., a group of TPUs working together) contains 9,216 Ironwoods. For context, this setup provides 24x more computing power than the world’s largest supercomputer.

• It relies on FGNs, which inject “noise,” or mathematical randomness, into high-quality training datasets before removing it to generate realistic atmospheric patterns.

• These realistic atmospheric patterns enable “WeatherNext 2” to accurately predict the likelihood of different hourly weather outcomes, such as the probability of sunny, rainy, windy, stormy, or cloudy weather.

Why It’s Important:

• The weather affects everyone and everything, whether it’s the global supply chain, flight paths, energy grids, crop harvests, or your daily commute. Yet, perfect weather forecasts aren’t possible. The atmosphere is chaotic, and a single deterministic weather forecast can’t capture uncertainty.

• “WeatherNext 2” provides a set of weather forecasts that indicate the range of possible future states of the atmosphere. Instead of “It’s going to rain,” you get “There’s a 75% chance of heavy rain within the next hour.”

THE STOCK MARKET

📍AI Tier Tracker

🔔CLOSING BELL: As of 11/20/2025 market close.

💡STOCK SPOTLIGHT: Each tier showcases a new stock every day.

🛠TRENDING TOOLS

📽️Auralume AI turns images into cinematic videos.

🗳️Peakforms creates intelligent conversational surveys.

💭Rewind recalls everything you’ve seen, said, or heard.

📑UPCV crafts a professional resume that recruiters love.

🧠MindChat World helps you chat with the greatest minds.

🧰 Browse our Always Up-To-Date AI Toolkit.

🔩BOLT BOOST: 3 new AI tools are added to the AI toolkit every day.

🥪BRIEF BITES

OpenAI rolled out “GPT-5.1-Codex-Max,” a more reliable software engineering agent that autonomously writes, debugs, and deploys code for hours.

Replit launched “Design Mode,” which allows you to create fully interactive prototypes within minutes that anyone can click, type, and swipe through.

xAI unveiled “Grok 4.1,” which is more perceptive to nuanced intent and excels in creative, emotional, and collaborative scenarios for real-world usability.

Google released “Gemini 3 Pro,” the world’s most intelligent frontier AI model that analyzes information, incorporates context, and draws logical conclusions.

💰FUNDING FRONTLINES

• Peec AI closed a $21M Series A to boost brands in the AI search era.

• Sakana AI landed a $135M Series B to pioneer collective intelligence.

• Lambda raised a $1.5B Series E to build the superintelligence cloud.

💼WHO’S HIRING?

• Figure AI (San Jose, CA): Firmware Engineer Intern, Summer 2026

• NVIDIA (Santa Clara, CA): Low Power ASIC Engineer, Entry-Level

• Scale AI (New York, NY): Data Analyst, GenAI Marketplace, Mid-Level

• HIVE (San Francisco, CA): Sr. Commercial Counsel, Senior-Level

📒FINAL NOTE

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