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Nasdaq slides as AI stocks retreat; GTA VI and OpenAI revenue in focus

Investors reassess AI infrastructure spending as the conversation turns to GTA VI and recurring game revenue.

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The Nasdaq sell-off highlights how quickly expectations around artificial intelligence can shift. Investors are questioning the pace of data-center construction and future chip demand, while large cloud operators may be able to reconfigure capacity they already have.

The discussion also weighs AI labs’ revenue against ambitious hopes for AI in science and chip design. Those possibilities have yet to settle market concerns, while power availability, financing and local siting remain practical constraints.

GTA VI stands out as a major launch, with GTA Online illustrating how a game can keep generating activity well beyond release. A reported sale of data-center-linked loans brings a further financing risk into focus.

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