"The current AI boom is not sustainable, a Deutsche Bank research note warned this morning, because tech spending won’t “remain parabolic.” AI capex is now so massive it is keeping the U.S. out of recession, the bank said. Separately, Bain & Co. estimate there will be an $800 billion shortfall in the revenues needed to fund the demand for AI computing power. About half the S&P 500’s gains this year have been driven by tech stocks.

On the heels of Nvidia’s $100 billion investment in OpenAI, two research notes out today suggest the current boom in AI may be unsustainable.

“AI machines—in quite a literal sense—appear to be saving the U.S. economy right now,” George Saravelos of Deutsche Bank wrote to clients. “In the absence of tech-related spending, the U.S. would be close to, or in, recession this year.”

Separately, Bain & Co.’s annual global technology report says that AI won’t be able to generate enough revenue to sustain the computing power it needs to build. “Two trillion dollars in annual revenue is what’s needed to fund computing power needed to meet anticipated AI demand by 2030. However, even with AI-related savings, the world is still $800 billion short to keep pace with demand,” the report says."

https://fortune.com/2025/09/23/ai-boom-unsustainable-tech-spending-parabolic-deutsche-bank/

#AI #GenerativeAI #AIBubble #AIHype #BigTech

"The current AI boom is not sustainable, a Deutsche Bank research note warned this morning, because tech spending won’t “remain parabolic.” AI capex is now so massive it is keeping the U.S. out of recession, the bank said. Separately, Bain & Co. estimate there will be an $800 billion shortfall in the revenues needed to fund the demand for AI computing power. About half the S&P 500’s gains this year have been driven by tech stocks.

On the heels of Nvidia’s $100 billion investment in OpenAI, two research notes out today suggest the current boom in AI may be unsustainable.

“AI machines—in quite a literal sense—appear to be saving the U.S. economy right now,” George Saravelos of Deutsche Bank wrote to clients. “In the absence of tech-related spending, the U.S. would be close to, or in, recession this year.”

Separately, Bain & Co.’s annual global technology report says that AI won’t be able to generate enough revenue to sustain the computing power it needs to build. “Two trillion dollars in annual revenue is what’s needed to fund computing power needed to meet anticipated AI demand by 2030. However, even with AI-related savings, the world is still $800 billion short to keep pace with demand,” the report says."

https://fortune.com/2025/09/23/ai-boom-unsustainable-tech-spending-parabolic-deutsche-bank/

#AI #GenerativeAI #AIBubble #AIHype #BigTech

"The first large-scale computational analysis of the Reddit community r/MyBoyfriendIsAI, an adults-only group with more than 27,000 members, has found that this type of scenario is now surprisingly common. In fact, many of the people in the subreddit, which is dedicated to discussing AI relationships, formed those relationships unintentionally while using AI for other purposes.

Researchers from MIT found that members of this community are more likely to be in a relationship with general-purpose chatbots like ChatGPT than companionship-specific chatbots such as Replika. This suggests that people form relationships with large language models despite their own original intentions and even the intentions of the LLMs’ creators, says Constanze Albrecht, a graduate student at the MIT Media Lab who worked on the project.
(...)
To conduct their study, the authors analyzed the subreddit’s top-ranking 1,506 posts between December 2024 and August 2025. They found that the main topics discussed revolved around people’s dating and romantic experiences with AIs, with many participants sharing AI-generated images of themselves and their AI companion. Some even got engaged and married to the AI partner. In their posts to the community, people also introduced AI partners, sought support from fellow members, and talked about coping with updates to AI models that change the chatbots’ behavior.

Members stressed repeatedly that their AI relationships developed unintentionally. Only 6.5% of them said they’d deliberately sought out an AI companion."

https://www.technologyreview.com/2025/09/24/1123915/relationship-ai-without-seeking-it

#AI #GenerativeAI #Chatbots #MentalHealth #Psychology #SocialMedia #Reddit

"The first large-scale computational analysis of the Reddit community r/MyBoyfriendIsAI, an adults-only group with more than 27,000 members, has found that this type of scenario is now surprisingly common. In fact, many of the people in the subreddit, which is dedicated to discussing AI relationships, formed those relationships unintentionally while using AI for other purposes.

Researchers from MIT found that members of this community are more likely to be in a relationship with general-purpose chatbots like ChatGPT than companionship-specific chatbots such as Replika. This suggests that people form relationships with large language models despite their own original intentions and even the intentions of the LLMs’ creators, says Constanze Albrecht, a graduate student at the MIT Media Lab who worked on the project.
(...)
To conduct their study, the authors analyzed the subreddit’s top-ranking 1,506 posts between December 2024 and August 2025. They found that the main topics discussed revolved around people’s dating and romantic experiences with AIs, with many participants sharing AI-generated images of themselves and their AI companion. Some even got engaged and married to the AI partner. In their posts to the community, people also introduced AI partners, sought support from fellow members, and talked about coping with updates to AI models that change the chatbots’ behavior.

Members stressed repeatedly that their AI relationships developed unintentionally. Only 6.5% of them said they’d deliberately sought out an AI companion."

https://www.technologyreview.com/2025/09/24/1123915/relationship-ai-without-seeking-it

#AI #GenerativeAI #Chatbots #MentalHealth #Psychology #SocialMedia #Reddit

Open source and the foundation of modern software development is cracking.
The reason: AI companies are scraping entire registries. Enterprise CI/CD systems hammer servers with wasteful, uncached requests."

An open letter to the industry, written by stewards of public #OpenSource infrastructure https://openssf.org/blog/2025/09/23/open-infrastructure-is-not-free-a-joint-statement-on-sustainable-stewardship/

#AI #generativeAI #scraping #scrapers #softwaredevelopment #AITraining