AI Bubble Warnings Amid US Model Controls and China's Open-Source Rise

테크주 | Sun Jun 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 sources

BIS warned of an AI bubble while the US government restricted OpenAI and Anthropic model releases, China's Zhipu made open-source gains, and AI power infrastructure investment boomed.

Sources

• [1] AI Bust Risks Ripple Effects From Growth to Credit, BIS Says - Bloomberg Markets
• [2] Tech Equity Sales Renew AI Debt-Binge Worries - Bloomberg Markets
• [3] AI’s Energy Crunch Has Investors Searching for Next IPO Winners - Bloomberg Markets
• [4] AI ‘exuberance’ risks ending in lengthy investment bust, BIS warns - Financial Times
• [5] Google caps Meta’s Gemini use as AI demand strains capacity - Financial Times
• [6] Robots, not chatbots, will realise AI’s potential - Financial Times
• [7] Tech giants are pouring billions into AI — but Bank of America data shows only 3% of households are paying up - Yahoo Finance
• [8] NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences - Yahoo Finance
• [9] How GE Vernova builds the massive gas turbines powering the AI data center boom - CNBC World Markets
• [10] Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies - CNBC World Markets
• [11] China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back - CNBC World Markets
• [12] OpenAI limits new AI models to 'trusted partners' at request of U.S. government - CNBC World Markets
• [13] ON Semiconductor records worst day since 2020 as CEO defends Synaptics deal - CNBC World Markets
• [14] OpenAI and Anthropic face new AI reality as users shift from 'tokenmaxxing' to efficiency - CNBC World Markets