Article is just a collection of links to individual stories already in discussion around here:

Bank of England flags risk of 'sudden correction' in tech stocks inflated by AI

https://news.ycombinator.com/item?id=45516265

OpenAI, Nvidia fuel $1T AI market with web of circular deals

https://news.ycombinator.com/item?id=45521629

AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake

https://news.ycombinator.com/item?id=45490549

Without data centers, GDP growth was 0.1% in the first half of 2025

https://news.ycombinator.com/item?id=45512317