|
|
|
|
|
|
|
17.05.26 - 00:42
|
AI drives Cisco orders, lifts Taiwan networking suppliers (Digitimes)
|
|
|
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels....
|
|
|
17.05.26 - 00:42
|
Adlink bets on physical AI with robotics, healthcare, and semiconductors (Digitimes)
|
|
|
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first quarter of 2026. The company struck a cautiously optimistic tone for the second half and said long-term growth will center on expanding AI deployment across more real-world use cases....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
16.05.26 - 16:30
|
Wall Street Week | Dalio′s Warning, AI Arms Race, China Powers Ahead, NYC Tax Standoff (Bloomberg)
|
|
|
This week, Ray Dalio explains why markets shrug off wars and why this time might be different. And, why are AI executives warning about the dangers of systems they are simultaneously racing to build? Plus, China's massive investments in energy infrastructure are increasingly shaping the global competition for artificial intelligence leadership and industrial power. Later, can New York remain attractive to businesses and young workers while raising taxes to close a growing budget shortfall? (Source: Bloomberg)...
|
|
|
16.05.26 - 16:12
|
′The Oppenheimer′ of the AI Era (Bloomberg)
|
|
|
What drives the tech titans behind the AI arms race? For some, it's the thrill of scientific discovery; for others, it's the pursuit of profit. Through the story of DeepMind co-founder Demis Hassabis and other AI leaders, author Sebastian Mallaby explores how motivations ranging from scientific curiosity to commercial ambition and political power are shaping the future of the technology. We sat down with Mallaby to discuss the fraught and simultaneously symbiotic tension between science and capital at the heart of the AI revolution, and whether governments are prepared for systems becoming dramatically more powerful. (Source: Bloomberg)...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
