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AI Market Bubble Fears, Cloudflare Blocks 400 Billion AI Agents
"Here's today's top stories in AI news." The Bank of England warned of a potential “sharp correction” in AI-driven tech valuations, noting UK and US equity levels resemble past bubbles. It flagged trillions in AI infrastructure spending—much of it debt-financed—as a financial stability risk, even as it moves to cut banks’ capital buffers to spur lending in 2027. A Nature study finds human–AI dialogues can measurably shift voter intentions and choices across the US, Canada, and Poland, with personalization boosting impact. Due to dual-use concerns, raw transcripts are restricted, though some code is available. Venture capital dealmaking in AI is accelerating to minutes, with 64% of VC dollars—about $161 billion in the year’s first nine months—flowing to AI. Headline rounds include Safe Superintelligence ($32B valuation), Cursor ($27B), and Sierra ($10B), amid rapid revenue growth claims from OpenAI and Anthropic—fueling both optimism and bubble fears. Cloudflare says it has blocked over 400 billion AI bot requests since July, underscoring publisher pushback on scraping. Meanwhile, AI-powered toys surge for 2025, with China’s toymakers rolling out conversational robots and classroom chatbot tutors gaining traction.
Published on 2 weeks, 5 days ago