[69523] The AI frenzy in the markets: Tech giants report phenomenal growth on the way to mega IPOs

The AI revolution: Record results and an IPO wave

The markets are in turmoil following a series of dramatic events in the field of artificial intelligence. Chip giant NVIDIA reported an exceptionally powerful first quarter of 2026, with revenue of $81.6 billion – an 85% jump compared to last year. According to tengyanAI, the most significant point in the report is the company's transition to the central processing unit (CPU) market with the 'Vera' series, which, according to the company, represents a new market potential of $200 billion.

At the same time, the atmosphere of "euphoria" in the markets is reaching a peak with reports of imminent IPOs. According to vini546, SpaceX has already filed a prospectus for a stock exchange listing, while OpenAI is preparing for a similar move in the coming days or weeks. APompliano noted that the trend reflects a significant "capital round" flowing from traditional investments towards artificial intelligence infrastructure.

However, prominent voices in the market are warning of an inflating bubble. nutanc, who presents a skeptical and critical position regarding the frenzy around AI startups, argues that the current economic models are unsustainable, pointing to enormous operating costs that are not covered by personal subscriptions. On the other hand, aiedge_ highlights the insane energy consumption of companies like Anthropic, which is comparable to that of "small island nations."

In the political-regulatory sector, nikbhintade reports that the US administration is expected to impose new oversight restrictions, which will require companies to submit AI models to the government before their release to the public – a move that could lead to a wave of lawsuits. While the optimists see this period as the "most exciting time in the last 62 years" (russell_m), cautious investors like FindleysFinance warn that not every company riding the AI wave justifies its current valuation.