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13.12.25 - 16:48
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Wall Street Week | Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival (Bloomberg)
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This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy's reinvent the department store for today's shopper? (Source: Bloomberg)...
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13.12.25 - 14:12
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Why Open Source AI Could Be the Best Bet for Developers and Investors (Bloomberg)
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Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. (Source: Bloomberg)...
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