Together with

Good Morning, AI Architects! 

Today’s headline that’s got everyone talking? Wall Street is flashing warnings that the AI boom may be pushing into bubble territory.

Let’s break it down.

Today’s Unfiltered Report Features:

• Top Stories Including: Google Brings AI Scheduling to Gmail and Nscale Strikes Massive GPU Deal with Microsoft

• Register for today’s Event:

  • The Million Dollar System Masterclass Encore today at 4pm CT

• Download The Complete Guide to HR Budget Plansning for Global Organizations

• Wall Street Sounds the Alarm on an AI Bubble

Read Time: 5 Minutes

Unlock Global Talent with this Free Guide

You found global talent. Now What?

Deel’s simplified a whole planet’s worth of information on global hiring. It’s time you got your hands on our international compliance handbook where you’ll learn about:

• Attracting global talent

• Labor laws to consider when hiring

• Processing international payroll on time

• Staying compliant with employment & tax laws abroad

With 150+ countries right at your fingertips, growing your team with Deel is easier than ever.

Get the guide

Top Stories

Google Brings AI Scheduling to Gmail: Google has introduced a new “Help me schedule” feature powered by Gemini AI that helps Gmail and Calendar users find and propose ideal meeting times directly within an email. The tool analyzes calendar availability and email context like requested meeting length to suggest personalized times, automatically adding the final choice to both parties’ calendars. The launch is part of a broader push to integrate AI across Google Workspace, including updates to Slides, NotebookLM, and Google Vids.

Meta Partners with Arm to Power AI Personalization: Meta is teaming up with Arm Holdings to use Arm-based data center platforms for its AI-driven ranking and recommendation systems across Facebook and Instagram. The partnership aims to deliver faster performance and lower energy use than traditional x86 chips while making Meta’s AI software compatible with Arm architecture through open-source updates. Alongside the deal, Meta is investing $1.5 billion in a new Texas data center to expand its AI infrastructure and support future personalization tools.

Nscale Strikes Massive GPU Deal with Microsoft: AI infrastructure startup Nscale has partnered with Microsoft to deploy roughly 200,000 Nvidia GB300 GPUs across four data centers, three in Europe and one in the U.S. The agreement, supported by investor Aker, will see over half of the GPUs sent to a Texas facility within 18 months, with additional deployments planned in Portugal, Norway, and the U.K. Valued at over $1.7 billion in backing from partners like Nokia and Nvidia, Nscale says the deal cements its position as a leading provider in the rapidly expanding AI data center market.

We broke Zoom yesterday!

We had over 1,000 people live on yesterday’s Million Dollar Systems Masterclass, and it just wasn’t enough time!

So… we’re doing it again. Today. Live.

Same masterclass. Same momentum. Same behind-the-scenes look at how AI is helping top businesses scale faster without burnout or big teams.

Encore Session:

📅 Wednesday, Oct. 15th at 4 PM CT

AI is here and the people who get ahead aren’t waiting to figure it out later.

What’s Trending

Wall Street Sounds the Alarm on an AI Bubble

Wall Street is flashing warnings that the AI boom may be pushing into bubble territory. After months of massive gains in AI stocks and record corporate spending, major voices like JPMorgan’s Jamie Dimon are cautioning that inflated valuations could be setting investors up for a painful correction. Surveys from Bank of America and State Street show investor optimism near extreme highs, with cash reserves dropping and risk-taking climbing to levels typically seen before pullbacks. Meanwhile, Big Tech continues pouring billions into AI data centers and partnerships, fueling both excitement and anxiety. While some analysts argue the market reflects conviction rather than mania, others warn that the hype around AI is starting to outpace real earnings, a red flag for 2026 if expectations aren’t met.

That’s a Wrap for Today 👋

Thanks for reading see you tomorrow!

Future AI Team

Have feedback or AI tips? Reply to this newsletter, we read every one.