Are Markets Still Worried About an AI Bubble?
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The AI Daily Brief: Artificial Intelligence News and Analysis
28 min
2 speakers
4 chapters
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What signals are markets sending about an AI bubble?
Today on the AI Daily Brief, as Meta and Microsoft report earnings, are markets still worried about an AI bubble? Before that, on the headlines, SoftBank appears ready to double down on OpenAI with another $30 billion investment. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, Zencoder, Rackspace, Robots and Pencils, and Super Intelligent. To get an ad-free version of the show, go to patreon.com slash ai-dailybrief, or you can subscribe on Apple Podcasts. If you are interested in sponsoring the show, send us a note at sponsors at ai-dailybrief.ai.
How is SoftBank's investment in OpenAI shaping the AI landscape?
Now, one more thing that you can find at AIdailybrief.ai, we have a new thing we're doing, which is in conjunction with AIDB Intel, which is a monthly pulse survey to figure out how people are using AI and how it's changing. You can find a link on the main AIdailybrief.ai website, and it's a short survey that should take much less than five minutes. It basically asks things like, which AI models did you use this month? Which AI model did you use the most? What was your most important use case? All in a very easy checkbox, multiple choice style format. It's part of our larger goal of helping people have up-to-date actual data about what's going on with AI. And I would so appreciate it if you would take a couple minutes to fill it out.
Anyone who contributes will get first access to the results at least a week before they are available for general consumption. And again, you can find everything about that at ai-dailybrief.ai. Welcome back to the AI Daily Brief Headlines Edition, all the daily AI news you need in around five minutes. What's $30 billion between friends, right? Mazesan is in for another $30 billion as SoftBank appears to double down on OpenAI. The Wall Street Journal reports that SoftBank is in talks to invest another crisp $30 billion into OpenAI's next monster fundraising round. Now, SoftBank is already one of OpenAI's largest shareholders, with a roughly 11% stake after investing $30 billion last year. That funding seemed to stretch SoftBank's pockets, with the firm selling off Nvidia stock and taking loans against their AMD holdings to make it work.
While rumors have been sparse, reporting from December suggested that OpenAI is targeting $100 billion in fundraising this year. The valuation is said to be $830 billion, which is another 66% jump from the $500 billion valuation struck in October. Frankly, it looks like they're well on their way, with separate reports suggesting that Nvidia, Microsoft, and Amazon are looking to participate to the tune of $60 billion between them. Now, in my 2026 predictions, I debated a bunch, but I ultimately came to the base case that I didn't think that Anthropic or OpenAI would actually go public in 2026, with the reason being that A, public markets are kind of a pain in the butt, and B, I thought that there was just going to be enough funding for them in private markets that they weren't going to be forced to go public.
Now the capital needs are extreme here, and so maybe they just have to take advantage of every option they have, including IPO. But with OpenAI well on their way to that $100 billion round, they certainly are going to have their options. Moving over to OpenAI competitor Anthropic, ServiceNow has signed another big AI deal, this time with Anthropic, partnering with the lab along multiple angles. The multi-year deal includes making Claude the default model across ServiceNow's platform. Claude will also drive their agent builder, which allows users to create custom workflows and vibe code apps. In addition, Claude access is being rolled out to all 29,000 ServiceNow employees, including Claude Code for the engineering team.
ServiceNow CEO Bill McDermott said in a press release, ServiceNow with Anthropic is turning intelligence into action through AI-native workflows for the world's largest enterprises.
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