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AI Bubble Concerns Overstated, Industry Leaders Say

12/6/2025

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Story summary
  • AMD Chief Executive Lisa Su said concerns about an AI bubble are overstated and that AMD complies with a 15% tax on chips shipped to China.
  • Jon M. Chu, a director, expressed fascination with AI's role in creativity.
  • Daniela Amodei of Anthropic argued that regulation strengthens the AI industry.
  • Cloudflare's Matthew Prince reported blocking over 400 billion AI bot requests, indicating a significant shift in the internet's business model.