Lambda vs NVIDIA

AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It

NVIDIA blog post published November 03, 2026, discussing how AI is transforming semiconductor fabrication processes.

AI Bubble Will Burst, Says Doctorow: Buy at 90% Off

In an interview with Trending Topics, Cory Doctorow, a prominent Big Tech critic, argues that the current AI boom is a speculative bubble with poor unit economics that worsen with scale, predicting severe economic and social consequences. He criticizes Anthropic's upcoming IPO, comparing it to Elon Musk's SpaceX listing, which he says used retail investors as exit liquidity. Doctorow advises Europe against building its own AI models, instead recommending waiting for the bubble to burst and buying infrastructure at a discount, or using Chinese models. He advocates for 'tearing down the walls' of digital sovereignty, calling for changes to the Copyright Directive to allow data portability from US clouds and for legal iPhone jailbreaking to permit alternative app stores. He also views protests against data centers as part of an anti-oligarchy movement, and notes the US may already be in a recession without AI, citing Apollo Capital's analysis.

• Cory Doctorow predicts the AI bubble will burst, citing poor unit economics and recommending Europe to wait and buy assets at a discount.
• Anthropic is planning an IPO, which Doctorow criticizes as risky for retail investors, comparing it to SpaceX's listing.
• He claims 35% of the S&P 500 is made up of seven AI companies, six of which lose money, with Nvidia being the exception.

Cramer praises CrowdStrike's AI kill switch, backs stock

Jim Cramer, host of CNBC's "Mad Money," endorsed CrowdStrike's new "AI Kill Switch" feature, calling it game-changing for cybersecurity and a significant growth driver for the company. The tool, part of CrowdStrike's Falcon Guardian platform, allows security teams to take control of rogue AI agents that deviate from their intended behavior. Cramer argued this addresses one of the biggest concerns about AI adoption, countering claims by Anthropic and OpenAI that no such kill switch exists. CrowdStrike announced the feature at its Fal.Con conference in Europe. The stock rose about 1% following the news. Cramer's endorsement comes amid a broader industry debate about AI safety and the need for controls. The company's stock has fallen about 12% from its record high in October, but Cramer remains enthusiastic, noting the Club's position and recent partial profit-taking.

• CrowdStrike unveiled an 'AI Kill Switch' feature within its Falcon Guardian platform at the Fal.Con conference in Europe.
• The AI Kill Switch allows security teams to take control of AI agents that stray from their assigned behavior.
• Jim Cramer called the feature game-changing and a significant growth driver for CrowdStrike.