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Hyperliquid News Today: Investors Seek Concrete AI Outcomes, Rejecting Unsubstantiated Hype

Hyperliquid News Today: Investors Seek Concrete AI Outcomes, Rejecting Unsubstantiated Hype

Bitget-RWA2025/11/24 19:14
By:Bitget-RWA

- Investor skepticism grows over AI/data-driven ventures' commercial viability, as seen in C3.ai's 27% stock drop and sector-wide profit-taking. - DeFi's 83-95% idle capital in liquidity pools highlights systemic inefficiencies in monetizing AI and data, mirroring broader speculative risks. - Nvidia's muted earnings and Salesforce's struggles underscore market demand for proven AI applications beyond infrastructure providers. - Success in AI sectors now hinges on aligning innovation with regulatory needs a

Investor doubts about the profitability of artificial intelligence and data-centric businesses are growing, as shown by recent shifts in the market and company difficulties. Although there is significant excitement about AI’s potential to revolutionize industries, firms working to turn these technologies into profits are facing increased scrutiny. Their valuations are now more often based on anticipated growth rather than established revenue streams. This trend is particularly visible in the case of C3.ai (AI), a prominent enterprise AI company whose stock has dropped more than 27% over the last quarter,

.

The fall in C3.ai’s share price highlights the widening gap between AI’s theoretical advantages and the real-world difficulties of making money from it. The company,

to speed up enterprise AI adoption, is still contending with strong competition from major cloud providers like and , as well as the high upfront costs of implementation. Experts point out that while C3.ai’s alliances and changes in leadership could support future growth, , discouraging those investors who want quick returns. This reflects a broader trend in the market: and moving their money to more reliable sectors, showing caution as concerns about inflated valuations grow.

This skepticism is not limited to single companies but extends to the sector’s underlying issues.

in decentralized finance (DeFi), with 83–95% of funds in major pools sitting unused, exposing inefficiencies in using AI and data to generate returns. While DeFi and AI are separate fields, both depend on innovative yet unproven business models to attract investment, making investors cautious of overblown promises. In contrast, , stands out as an area where AI-powered verification is gaining momentum. Yet, this expansion is largely fueled by regulatory and security requirements, not by speculative investment, emphasizing the need for real-world applications to successfully monetize AI.

Nvidia’s

despite strong earnings, further illustrate the sector’s vulnerability. Although Nvidia is a key player in AI infrastructure, its stock’s lackluster response shows that investors are looking for broader commercial adoption beyond just cloud and hardware providers. This pattern is also seen with Salesforce, while competitors like Vertiv and Telos have outperformed thanks to clearer growth prospects. This contrast points to a shift in investor focus: companies with proven profitability and scalable solutions are now preferred over those banking on AI’s future possibilities.

The message for AI startups and investors is straightforward.

, aligning technological innovation with practical needs and regulatory standards is crucial for success. On the other hand, businesses without clear paths to monetization, such as C3.ai’s enterprise AI offerings, may continue to struggle. For now, the industry is in a period of transition, and those who can connect AI’s potential with real, revenue-generating uses are most likely to thrive.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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