AI Reading List

Daily curated list of news, articles, and other interesting posts related to AI.

2025-11-12

• Bank of America Just Issued a Stark Warning: AI Boom Is Hitting a Cash Crunch (247wallst.com)

  Interesting take on the increasing reliance on debt by major tech companies to fund rapid AI data center expansion, with recent borrowing far outpacing historical averages. The move may accelerate innovation but raises important questions about sustainability and financial risk, as investment now exceeds the limits of internal cash flows.

• Anthropic invests $50B in US AI infrastructure (www.anthropic.com)

  Anthropic is investing $50 billion to build AI-focused data centers in Texas and New York, aiming to scale its computing infrastructure and support frontier research. The project promises job creation and is positioned as a strategic move to reinforce American leadership in AI while meeting growing demand for Claude.

• How Much OpenAI Spends on Inference and Its Revenue Share with Microsoft (www.wheresyoured.at)

  Interesting look at OpenAI's finances reveals that its inference costs on Microsoft Azure have rapidly escalated, outpacing its reported revenues for 2024 and 2025. The article also details a complex revenue-sharing agreement with Microsoft, raising questions about how OpenAI calculates its annual revenue figures.

• GPT-5.1: A smarter, more conversational ChatGPT (openai.com)

  Overview of GPT-5.1’s upgrades, including warmer and more conversational responses, improved instruction following, and dynamic reasoning adjustments that provide faster or more thorough answers depending on question complexity. New features also let users easily adjust ChatGPT’s tone, making AI interactions more personalized and effective for everyday tasks.

• Is your electric bill going up? AI is partly to blame (www.npr.org)

  AI-powered data centers are consuming ever more electricity, which contributes to higher utility bills for consumers. The growing energy demand from both AI technology and other industries is increasing pressure on power grids and driving up costs.