Niles Investment Management founder Dan Niles warned that the AI market could face a bust within a year, reflecting concern that investor enthusiasm may have outpaced sustainable returns. The newsletter places this warning alongside major developments in AI infrastructure and corporate strategy, underlining how quickly the sector is expanding.

It also reports that Meta chief executive Mark Zuckerberg wants personal “superintelligence” to be widely available, rather than restricted to a small group. Separately, North Texas has taken first place in a new global ranking of leading data-centre markets, illustrating Texas’s growing importance as investment in AI-related computing infrastructure accelerates.