AIBusinessTechnology

AI Infrastructure Demand Far Outstrips Supply, Countering Bubble Concerns

CoreWeave’s chief development officer argues that AI industry concerns are misplaced due to overwhelming infrastructure demand. The company’s pivot from cryptocurrency to AI computing has positioned it as a key industry player witnessing unprecedented capacity constraints.

AI Infrastructure Demand Overwhelms Supply

According to reports from the Inc. 5000 Conference and Gala in Phoenix, Arizona, CoreWeave co-founder Brannin McBee has challenged prevailing concerns about an artificial intelligence bubble, suggesting instead that the industry faces a critical infrastructure shortage. Sources indicate that demand for AI computing resources significantly exceeds available capacity, creating what analysts describe as a supply-constrained market.

Assistive TechnologyAutomobility

Waymo Selects London for European Robotaxi Launch in 2026 Expansion

Alphabet’s Waymo will bring its fully autonomous robotaxi service to London in 2026, establishing its first European foothold. The expansion comes as the company scales operations across multiple U.S. cities and partners with mobility fintech firm Moove for fleet management.

Waymo’s European Expansion Strategy

Waymo, the autonomous vehicle subsidiary of Alphabet, will launch its first European robotaxi service in London sometime in 2026, according to reports from the company. Sources indicate the California-based company plans to operate a fleet of electric Jaguar I-PACE SUVs without human backup drivers, marking a significant milestone in its global expansion strategy.