🫧 Is AI in a bubble?

Hey TEDchats Fam!

Happy Thursday! A few years ago, tech giants were chasing the next viral app. Now they’re racing to build AI cities made of servers and steel. But with all this power coming online, one question remains — will demand actually keep up?

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📣 TOP AI NEWS

AI Bubble or Boom? Big Tech Just Bet $1 Trillion

Oracle’s new U.S. data centers have drawn $18 billion in credit from a consortium of more than 15 banks — part of an enormous $500 billion AI infrastructure effort with OpenAI and SoftBank known as “Stargate.” Meta has also just unveiled a $600 billion infrastructure plan for the next three years, underscoring how massive these AI bets have become. Yet, demand for AI services remains uncertain, and bottlenecks in energy and construction could leave costly facilities underused.

Musk Celebrates $1T Tesla Payout With AI Videos

After publicly defending the compensation decision, Elon Musk celebrated his win of a $1 trillion Tesla package with a weekend of AI-generated videos on X. One showed a woman saying, “I will always love you,” and another featured Sydney Sweeney delivering the line, “You are so cringe,” in an obviously synthetic voice. The posts sparked sharp reactions from users, with Joyce Carol Oates criticizing Musk for never sharing personal joys or cultural interests. Musk defended himself, calling Oates “a liar and someone who delights in being mean.”

ChatGPT Just Leveled Up to GPT-5.1!

OpenAI has released GPT-5.1, introducing two new models: “Instant,” designed to feel more natural and conversational, and “Thinking,” which adapts its reasoning time based on task complexity. The update also adds user-controlled tones such as Friendly or Professional, with more customization coming soon. GPT-5.1 became the new default for ChatGPT yesterday on November 12, with API access rolling out this week and older GPT-5 models entering a sunset period.

🛠️ THIS WEEK’S AI COMBO: 1 PROMPT + 1 TOOL

⚡️ MIND SPARK

💰 Son Cashes Out of Nvidia to Go All-In on AI: SoftBank founder Masayoshi Son has sold the company’s entire $5.8 billion Nvidia stake to double down on artificial intelligence investments, a move disclosed in SoftBank’s Q2 2025 earnings report. Nvidia shares fell 2% following the news, though analysts say the sale reflects Son’s push for AI dominance rather than a lack of confidence in Nvidia (read more).

🛡️ Wikipedia Sets Boundaries for the AI Era: Wikipedia is calling on AI developers to use its content “responsibly” by properly attributing sources and accessing data through its paid Wikimedia Enterprise platform. The move comes after the organization discovered that AI bots were scraping its site while disguising themselves as human visitors (see Wikimedia’s announcement).

🎬 Gemini Takes Over Google TV: Google is rolling out Gemini to the Google TV Streamer, officially replacing Google Assistant. Viewers can ask things like “What happened at the end of Outlander last season?” or “Explain why volcanoes erupt to my third grader.” The rollout begins this week for users aged 18 and older and will expand over the next few weeks (see Google’s announcement).

👋 Yann LeCun Leaving Meta to Launch AI Startup: Yann LeCun, Meta’s chief AI scientist and Turing Award winner, is reportedly leaving the company to launch a startup focused on “world models.” The Financial Times reports he’s already in talks with investors and could depart within months, a notable shift for Meta’s AI efforts as it continues to chase rivals like OpenAI and Google (read more).

🎨 AI ART

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