AI Bubble Concerns Mount as Nvidia Acquires SchedMD | December 16, 2025

📋 Quick Takeaways

AI Bubble Concerns: A global stock selloff is signaling a potential end to the AI bubble, with investors beginning to scrutinize high valuations.
MIT Tech Review on “Hype Correction”: Analysis suggests the industry is entering a period of disillusionment after the initial generative AI boom, shifting focus to practical value.
Nvidia Acquires SchedMD: Nvidia acquired the developer of the Slurm workload manager, tightening its grip on the AI infrastructure stack.
AI Hacking Bots Emerge: A Stanford study reveals AI “hacking bots” are becoming as effective as human hackers, posing new cybersecurity threats.
Biren Technology IPO: Chinese AI chip startup Biren Technology is preparing a $300M IPO in Hong Kong, highlighting the race for domestic hardware.
Oracle Refutes Delays: Oracle denied reports of delays in building OpenAI-linked data centers, calming market fears of an infrastructure slowdown.
Walmart Details AI Strategy: The retail giant unveiled its updated AI strategy, focusing on deeper integration into logistics and store operations.

📉 Market Analysis & Trends

Global Stock Selloff Signals Potential End of AI Bubble

Market Jitters: A global selloff in certain tech stocks on December 15 is being interpreted as a sign that the AI investment bubble may be ending. Analysts suggest this is a “healthy” correction, with investors rotating out of overvalued companies while remaining positive on the broader market’s fundamentals.

Posts

AI Jobs Disruption: 54% of US Jobs Face Transformation | Anthropic Expands to India

📋 Quick Takeaways

54% of US jobs will be moderately transformed by generative AI, with white-collar analytical roles most exposed
AI investments are preventing US recession in 2025 according to Deutsche Bank analysis
Anthropic opens India office in Bengaluru - India is Claude’s 2nd largest market globally
Former Google CEO warns AI models can be hacked, raising critical security concerns
YouTube reverses policy on banned creators, signaling platform governance shifts

💼 Economic & Workforce Impact

AI Investments Sustaining U.S. Economic Stability Amid Tariff Pressures

Deutsche Bank analysts report that AI infrastructure spending is effectively preventing a U.S. recession in 2025. “AI machines—in quite a literal sense—appear to be saving the US economy right now,” noted George Saravelos.