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My fellow AI explorers

Bill Gates weighed in this week, calling today’s AI frenzy “more like the dot-com bubble”, a period of wild speculation, yes, but one that still reshaped the world. The energy, capital, and competition around AI have never looked more intense—or more precarious.

In today’s edition:

• 🫧 Gates on the AI bubble: correction or revolution?

• ⚙️ Qualcomm’s new data-center chips vs. Nvidia

• 🏢 Amazon’s AI reorg and what it signals for tech giants

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Bill Gates

“Not tulips—more like dot-com.” Is AI in a bubble?

Gates says AI is “the biggest technical thing of my lifetime,” but warns that many current bets will fizzle. Think stranded chip orders, overbuilt data centers, and inflated energy costs—but lasting long-term value.

What to watch:

• Capex whiplash: Some firms are committing billions to the wrong generation of chips.

• Energy siting battles: Local resistance over data-center power usage will reshape where AI runs.

• Labor honesty: Gates predicts tangible disruption in the job market within years—not decades.

Prediction: 2025-27 will feel like the early 2000s—chaotic shakeouts followed by durable platforms. The next trillion-dollar companies will rise from the survivors.

Watch the interview: CNBC

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AI Chips

Qualcomm brings Hexagon NPUs to the rack

Qualcomm unveiled AI200 (2026) and AI250 (2027) accelerators—repurposing its mobile NPU expertise for data-center inference and challenging Nvidia’s dominance.

Key bullets:

• Built for inference efficiency and lower total cost of ownership.

• Optimized for LLM and RAG workloads with higher memory ceilings.

• Competitive angle: better perf per watt and early enterprise partnerships.

Mini-prediction: If Qualcomm secures even a few enterprise inference deals, expect Nvidia’s market share to dip below 80% for the first time in years.

Read full article here

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AI at Amazon

Amazon trims ~14,000 corporate roles amid AI pivot

Amazon’s restructuring cuts deep—but not randomly. The company is redirecting investment toward AI, automation, and cloud infrastructure.

Key bullets:

• Cuts affect devices, HR, Prime Video, and AWS ops, but not core AI research.

• New hiring pushes will target foundation-model integrations and customer-facing AI features.

• Part of a broader “AI-first” shift to reduce overhead and improve productivity.

Takeaway: The layoff headline hides a deeper reality—AI isn’t just a cost center for Amazon. It’s the next operating system for every vertical it touches.

Watch full breakdown here

30-Second AI Play

Build your own AI Market Shakeout Dashboard

1. Ask ChatGPT (or Claude) to “List 20 AI-focused public companies with over $1B market cap, sorted by AI revenue ratio.”

2. Then prompt: “Pull 2025 YTD stock performance and last 3 earnings transcripts for each.”

3. Export to Sheets → Create conditional coloring for +/– % vs. Nasdaq AI index.

4. Add one manual column: “Long-term viability (1–5)” based on fundamentals, not hype.

Why it works: You’ll spot which players are living in reality (profits, energy efficiency, adoption) versus those fueled purely by narrative.

Other Relevant AI News!

• 🏭 Foxconn announced a $1.37 billion investment to build an AI compute cluster and supercomputing center in Taiwan — signaling its pivot from hardware assembly to infrastructure. The company plans completion by late 2026. Read more →

• 💹 Advantest Corp raised its annual profit forecast by 25% thanks to surging AI demand for semiconductor-test gear — showing how AI’s boom is benefiting upstream suppliers. Full story →

• 🎨 Adobe MAX 2025 introduced deeper Firefly + Creative Cloud AI integration, focusing on “assistive” tools for faster editing and generative design across Photoshop, Express & GenStudio. Details →

• 🇸🇦 Aramco will take a minority stake in PIF-owned HUMAIN, advancing Saudi Arabia’s industrial-AI strategy beyond oil. Reuters →

• 📰 Elon Musk launched Grokipedia, an AI-generated encyclopedia positioned as a Wikipedia rival, raising new debates on bias and provenance. The Guardian →

• 🔧 Qualcomm rolled out the Snapdragon X2 Elite and 8 Elite Gen 5 chips, pushing on-device AI performance into mainstream laptops and phones. Techzine →

Golden Nuggets

• 🫧 AI ≠ tulips: Expect a dot-com-style shakeout, not a collapse—overspending now, dominance later.

• ⚙️ Hardware wars heat up: Qualcomm’s data-center push signals a more fragmented AI-chip ecosystem ahead.

• ⚡ Efficiency is the new growth: Amazon’s layoffs mark the shift from scaling headcount to scaling models and energy.

• 🌍 Global stakes: Aramco’s HUMAIN deal shows AI is now part of national strategy, not just tech R&D.

• 🧩 Next winners: Survivors will master one thing—turning AI energy into real-world productivity.

Would love to hear your thoughts on ChatGPT Atlas! Send me your thoughts by replying to this email (yes, I read them all :)

Until our next AI rendezvous,

Anthony | Founder of Uncover AI