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01.02.26 - 14:15
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UBS CIO Americas: AI Remains "Underhyped And Underappreciated" (ZeroHedge)
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UBS CIO Americas: AI Remains "Underhyped And Underappreciated"
Building on Goldman analyst Brian Singer's comparison of the AI data-center buildout to the U.S. shale boom, where AI remains in the early "appraisal phase” of the innovation cycle, a stage historically most bullish for infrastructure spending and equity multiple expansion, fresh commentary earlier this week from UBS CIO Americas reinforces the view that bubble conditions have not yet been met.
Ulrike Hoffmann-Burchardi, CIO of Global Equities at UBS Global Wealth Management, spoke at the Latin America Investment Conference, where she said AI remains underhyped in the near term.
Ulrike continued:
AI is underhyped and underappreciated in the short term, and it is one of the biggest investing opportunities in human history, Ulrike Hoffman Burchardi, UBS CIO Americas, said at the Latin America Investment Conference.
She said there are three things needed to be successful in AI:
1) AI algorithmic talent – it is v...
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01.02.26 - 12:06
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Nvidia′s Jensen Huang urges TSMC to expand capacity amid AI chip crunch (SCMP)
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Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said.
Huang's remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply......
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01.02.26 - 07:24
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China controls 80% of global AI glasses production (Digitimes)
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China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina....
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01.02.26 - 07:24
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CSPs ramp up AI capex as supply chain gains confidence (Digitimes)
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The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer electronics sectors struggling with memory shortages, neither major CSP mentioned such issues during their earnings calls....
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01.02.26 - 04:48
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Explosion In AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security (ZeroHedge)
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Explosion In AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security
Despite trillions of dollars slated for global data center buildouts, power grid upgrades, and other artificial intelligence infrastructure expansion through the end of the decade, there remains very limited investor discussion about the next-generation physical security architecture required to defend these increasingly critical and high-value infrastructure nodes, including data centers, power plants, and grid transmission chokepoints.
Protection of data centers from suicide drone swarm attacks is currently assessed as a lower risk at the moment, while the Trump administration, particularly following last year's "Restoring American Airspace Sovereignty" executive order, is primarily focused on counter-UAS measures to secure stadiums and related venues against drone attacks ahead of the 2026 FIFA World Cup.
In recent weeks, U.S. military, federal agencies, and local authorities gathered for a two-day ...
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