Mon 27 July 2026
Daily Brief — Curated and contextualised by Best Practice AI
Nvidia Fuels a $750 Billion Bet, Employers Filter AI Spam, and Chinese Models Go Cheap
TL;DRNvidia is structuring another $750 billion in AI infrastructure deals, raising fears of circular financing. Amazon and Microsoft face investor scrutiny over their combined $400 billion AI spending plans. Greenhouse's CEO describes a $20-per-application 'AI doom loop' as job seekers spam employers who then use AI to filter them out. Chinese AI models are gaining US market share on price and performance.
The capital chasing AI infrastructure is creating a self-referential market while the labor market churns on $20 application fees.
Nvidia’s pursuit of $750 billion in new AI deals underscores a market increasingly funding its own demand, with skeptics warning of artificial inflation. This comes as Amazon and Microsoft face impatient investors over their own $400 billion capex plans, a tension between growth promises and capital discipline.
In the labor market, Greenhouse’s CEO identifies a costly 'doom loop' where job seekers pay $20 per application and spam employers, who then deploy AI filters. Meanwhile, small businesses report using AI for augmentation, not replacement, investing sums like $10,000 to boost existing sales teams. Chinese AI models are gaining US traction on price, threatening incumbents.
Watch whether Nvidia’s next earnings call addresses the circular financing critique directly, or dismisses it as market misunderstanding.
The stories that matter most
Selected and contextualised by the Best Practice AI team
Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing
Why it mattersIt signals potential market distortion where massive, concentrated capital flows from a single vendor could artificially inflate demand and valuations across the entire AI supply chain, raising systemic risk questions.
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
Why it mattersPrepare for intense investor scrutiny on AI ROI as capex scales into the hundreds of billions.
The Human-AI Substitution Principle: When will you be replaced by AI in your organization?
Why it mattersModel task-level substitution economics to inform strategic workforce and technology planning.
AI companies spend record sums on Washington lobbying
Why it mattersRegulatory strategy is now a critical, non-negotiable component of AI business strategy.
Greenhouse CEO says job seekers are paying $20 to apply for every job on the hiring platform and spamming bosses—he calls it the AI doom loop
Why it mattersAudit your hiring funnel for AI-induced signal degradation and spam.
Large language models create an uneven informational layer over cities
Why it mattersLLM-driven discovery tools can distort local market dynamics; audit for bias.
Corporate America may be using AI to cut jobs, but small businesses are using it to keep them
Why it mattersFor many firms, the near-term AI ROI is in augmenting existing workers, not replacing them.
Chinese AI Models Surge in the US Market: Affordable and Competitively Intelligent, ETTelecom
Why it mattersFactor in competitive pricing pressure from Chinese AI models in vendor negotiations.
Economics & Markets
Brandtech’s David Jones: ‘Why not do 95% of it with fast, efficient machines?’
Founder of digital advertiser says AI is transforming his industry, but his company faces doubts over valuation
This Lawyer Upended ‘Big Law’ Once. He Has a Plan to Do It Again.
David Fox, who helped build Kirkland & Ellis into a top law firm, now sees AI as the industry’s future.
Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing
Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.
Corgi's $4B AI Startup Valuation May Put Public Investors ...
Corgi’s $4B AI Startup Valuation May Put Public Investors Last # Corgi’s $4B AI Startup Valuation May Put Public Investors Last By Jim Osman, Senior Contributor. Forbes contributors publish independent expert analyses and insights. Jim Osman is a finance expert with over 30 ye…
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.
China’s CXMT Stock Soars 470% in Start of Trading, Amid A.I. Race
The meteoric rise on its first day of trading catapulted CXMT, China’s leading memory chip maker, to being the most valuable company on the Shanghai stock exchange.
AI infrastructure spending dominates investment strategies in 2026 as data centers, chips, and power grids drive capital allocation
AI infrastructure will account for $1.366 trillion of the $2.52 trillion in global AI spending forecast for 2026, making it the dominant investment allocation.
Alphabet, Amazon, and Meta Will Spend Over $500 Billion on AI in 2026. Nvidia Collects a Huge Share. | The Motley Fool
Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool Company updates this year put fresh numbers on the AI (artificial intelligence) build-out, and they are enormous. Alphabet raised its 2026 capital spending forecast to a range of $195 billion to $205 …
Chinese Biotech Overtakes AI as Emerging-Market Growth Trade
As the artificial-intelligence rally sputters in emerging markets, investors searching for high-growth alternatives are turning to Chinese biotech.
AI Infrastructure Stocks With Real Data Center Cash Flow Potential - Simply Wall St News
AI infrastructure stocks sit at the intersection of powerful trends, where rising data center demand, energy volatility, and ongoing inflation pressures keep real-world capacity in focus. Instead of chasing every new AI app, this theme looks at the core “picks and shovels” tha…
Top AI Hardware Stock Picks From an Elite Fund Manager - Business Insider
The trade has been red-hot for ... of the capex. One of the biggest questions in markets right now is whether the latest volatility is the beginning of a larger sell-off in chip makers, memory firms, and other AI hardware names....
TeamSystem’s private equity owners discuss stake sale at €8bn valuation
Process could test investors’ willingness to back business software groups with market disrupted by AI disruption
3 Top AI Stocks to Buy Now With Data Center Infrastructure Spending Set to Surge | The Motley Fool
With surging AI infrastructure ... over 50% market share. It is also the main supplier for Nvidia and the second-largest supplier for Alphabet's tensor processing units (TPUs). HBM is a specialized form of DRAM (dynamic random-access memory) that gets packaged with GPUs and ot…
AI is changing where value accrues. Most investors haven't noticed
# AI is changing where value accrues. Most investors haven't noticed Published: 2026-07-26T20:52:49+10:00 Source: livewiremarkets.com (livewiremarkets.com) Language: en ## Story Something important happened on Friday. It wasn't the launch of another frontier model, a record fu…
Prediction: Nvidia Stock Will Hit $800 Per Share by 2030
Furthermore, as more data centers are built, some share of spending will shift from construction-related expenses to computing-related ones, so Nvidia's slice of the data center spending pie should also grow. At the same time, it may lose market share as custom AI chips made b…
Tech Giants' Earnings Under AI Scrutiny: Impact on Profits and Market Trends
Tech giants Microsoft, Apple, Amazon, Meta, and Visa are gearing up to report earnings, with a spotlight on AI investment impacts affecting chips and data-storage markets.
The Hirsch Report: Issue #19
Agree & Join LinkedIn By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy. ### July 26, 2026 AMD ran its Advancing AI event this week and effectively took over the news cycle. Venice, MI455X, the Zen 7 and Zen 8 ro…
Sam Altman Admits OpenAI Undershot Compute, and Says Codex Already Passed Cloud Code
# Podcast Alpha SubscribeSign in # Sam Altman Admits OpenAI Undershot Compute, and Says Codex Already Passed Cloud Code Jul 26, 2026 ∙ Paid 1 Share “Badly undershot” compute: Altman says he underinvested because he “got psyched out by the financial markets.” Read it as a signa…
Labor, Society & Culture
The Human-AI Substitution Principle: When will you be replaced by AI in your organization?
AI and Layoffs: How Companies Are Talking to Employees and Investors
What can you say to appeal to investors and employees at the same time?
Greenhouse CEO says job seekers are paying $20 to apply for every job on the hiring platform and spamming bosses—he calls it the AI doom loop
Job seekers are spamming every job with AI. Employers are using AI to filter them out. Greenhouse's CEO says it's created a doom loop for everyone.
HSBC to Hire 100 AI Specialists as Bank Sets Up Singapore Center
HSBC Holdings Plc is set to hire more than 100 artificial intelligence specialists in Singapore with plans to launch a global AI center in the city-state later this year as the British lender steps up investments in the technology that’s reshaping Wall Street workforces.
When the AI bubble bursts, what will Australia do with the tools it built? One man thinks he has the answer
Monday.com is the latest tech company to blame AI for layoffs — here are 20 others | TechCrunch
A running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.
AI layoffs mount across Israeli tech companies amid software sector bloodbath | The Jerusalem Post
The development of AI in recent years has led to situations where human work is replaced by AI, or AI can do the same job faster or at a lower cost
CEOs and Execs Can't Agree on What AI Means for Gen Z Workers - Business Insider
For young Gen Zers entering the workforce, the rise of generative artificial intelligence has brought no shortage of uncertainty.
Amid the great transformation of artificial intelligence (AI) and polarization of K-shape, solving t.. - MK
Go to News # MAEIL BUSINESS Close - Economy - Finance - Business - Stock - Real Estate - Tech & Science - Opinion - Politics - Society - World - Culture - Sports - Entertainment - Most Read # detail * It has been translated using AI 사진 확대 Amid the great transformation of artif…
AI gender gap at work: Are women being left behind in Singapore’s AI push?-Clear Flow
Sign up now:Get ST's newsletters delivered to your inbox Women leaders in the industry (clockwise from top left) Soo Mei May, Camellia Chan, Monica Divik Agarwal, Yap E Fang, Anupama Kannan and Tien Nguyet Long are working to close the AI gender gap. PHOTOS: JASEL POH, DELL TE…
AI didn’t take these Hongkongers’ jobs - but it hasn’t made them easier
| Part of an HKFP series about the impact of the AI-era in Hong Kong. | | --- | “You won’t be getting the Gayle treatment in my post-winning Oprah lifestyle,” reads a subtitle file on the screen of freelance translator Kelly Ng’s laptop. Subtitle settings on streaming platform…
Agentic Evaluation of Copyright Law Compliance
Keeping at bay the dangers of AI - The Globe and Mail
The Globe and Mail Keeping at bay the dangers of AI The Sunday Editorial # Keeping at bay the dangers of AI A conversation with artificial intelligence ‘godfather’ Geoffrey Hinton The Editorial Board The Globe and Mail Published YesterdayUpdated 3 hours ago Illustration by Mel…
A principled way to think about AI in education: guidance for educators and policy makers based on goals, models of human learning, and use of technologies
'That is the wrong model for the AI era': Employers now expect basic AI skills from all workers | TechRadar
For example, a near-identical number of companies are investing in AI upskilling (82%) and have clear strategies for finding candidates who already have strong AI skills (80%). ... When it comes to training workers, employers are using a mix of funding opportunities for employ…
Asia embraces philosophy and AI courses
Skip to main content # Asia embraces philosophy and AI courses ## Universities are fusing the world’s oldest discipline with one of its newest innovations. But ensuring a balance between learning technical skills and tackling big questions takes work Published on July 27, 2026…
Cybersecurity threats, AI and skills gaps highlighted at Tulsa workforce event
While employers struggle to meet rising threats, there are 4.8 million cybersecurity job vacancies. "AI is not going to do everything for us," one expert said.
Technology & Infrastructure
NVIDIA Expands NVIDIA Agent Toolkit With NVIDIA PhysicsNeMo
# NVIDIA Expands NVIDIA Agent Toolkit With NVIDIA PhysicsNeMo and CUDA-X Libraries to Transform How the World Engineers, Designs and Builds July 26, 2026 20:45 ET | Source: NVIDIA NVIDIA --- News Summary: - NVIDIA expands NVIDIA Agent Toolkit with re-architected NVIDIA Physics…
Siemens advances self-verifying AI workflows for EDA
| Siemens Press Release # Siemens advances self-verifying agentic AI workflows for semiconductor and PCB design July 26, 2026Plano, Texas, USA - Combines Siemens’ EDA expertise and software with NVIDIA AI infrastructure and software to improve result quality, time-to-results, …
Why Is the AI Inference and Accelerator Chips Market Becoming a Top Investment Priority Amid Explosive Growth of Generative AI and Data Center Demand
Additionally, the expansion of data centers, edge computing, autonomous systems, and AI-driven cloud services, along with rising investments by hyperscalers and semiconductor companies, is accelerating market growth. Advancements in chip architecture, energy efficiency, and sp…
NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs | NVIDIA Blog
The complexity of modern chip design continues to grow as engineering teams work to develop increasingly sophisticated CPUs, GPUs and AI systems. To help meet that challenge, NVIDIA is collaborating with industry leaders Cadence and Synopsys to optimize critical electronic des…
Adoption, Deployment & Impact
AI adoption reshapes workflows and hiring across high-growth technology companies: Report, ETHRWorld
AI Adoption: The report found that 86 per cent of respondents were highly confident that AI would meaningfully change how their teams operate over the next 12 months, with an average confidence score of 4.4 out of 5.
How Can AI Augment Access to Justice? Public Defenders' Perspectives on AI Adoption
Developing and Validating the Spanish Version of the Large Language Models Dependency Scale (LLM-D12-SP)
A practical pathway to AI-led productivity - The Business Times
IMDA’s OIP helps firms identify challenges, evaluate solutions and assess outcomes before deployment Read more at The Business Times.
Geopolitics, Policy & Governance
Making sense of the panic over Chinese AI
Analysis of concerns surrounding Chinese AI development and the geopolitical implications of AI competition between nations.
Shifting geopolitics of tech - Newspaper - DAWN.COM
China’s push for a more inclusive global AI order offers us opportunities.
US hardens AI stance on China as Anthropic calls for extending lead | The Star
× View # US hardens AI stance on China as Anthropic calls for extending lead --- Sunday, 26 Jul 2026 | 6:12 PM MYT share Washington is moving to strengthen its artificial intelligence posture towards China, with lawmakers advancing new export control bills and the Trump admini…
Six-Chart Sunday – Shooting the Moon: What the New Chinese AI Model Means for Policy & Markets
# Bruce Mehlman's Age of Disruption SubscribeSign in # Six-Chart Sunday – Shooting the Moon: What the New Chinese AI Model Means for Policy & Markets ### 6 Infographics + 1 Video (30 years ago this week… Strug nails the landing) Jul 26, 2026 36 5 4 Share The release of an extr…
Anthropic, China and why Pax Silica architect thinks the US can keep the AI lead | The Star
× View # Anthropic, China and why Pax Silica architect thinks the US can keep the AI lead --- Sunday, 26 Jul 2026 | 5:33 PM MYT share The struggle between the US and China over who will lead in artificial intelligence is one of the defining competitions of our time. In this fi…
Cheaper, open and intelligent: Chinese AI models gain ground, as they make inroads in the US - ABC News
Chinese AI models are reaching ... AI models to autonomously conduct multistep, complex tasks, is driving higher demand for cost effective AI models. AI prices are calculated per million tokens for both input and output, so the use of AI “agents” is dramatically compounding ...
AI companies spend record sums on Washington lobbying
Rising expenditure from OpenAI, Anthropic, Google and Microsoft reflects growing battle over federal policy
Global AI rules shift from strategy to enforcement | Cyprus Mail
Effective enforcement mechanisms will be crucial to the credibility and success of artificial intelligence regulation, according to a new Omdia analysis examining AI policies and regulatory frameworks across major global markets. The findings were published in Omdia's report, …
UN urges inclusive global AI governance to uphold human rights amid rapid automation | Noah Intelligence
AI & Image IP·Sun 26 Jul 2026·3 min read # UN urges inclusive global AI governance to uphold human rights amid rapid automation The United Nations launches a Global Dialogue on AI Governance in Geneva, aiming to give the Global South a voice and ensure AI development aligns wi…
Americans are pushing back against Flock AI surveillance cameras
A Military.com article reports on bipartisan political pushback in the US against the expansion of Flock Safety's AI-powered surveillance camera network.
AI Week in Review (7/26/26)
Agree & Join LinkedIn By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy. Federal State Department Publishes Generative AI Playbook The State Department released a GenAI playbook that gives federal agencies a repe…
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