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01.08.26 - 00:30
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Anthropic′s AI Training Method Under Scrutiny (AFX)
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WASHINGTON (dpa-AFX) - Newly unsealed court filings show that AI startup Anthropic bought millions of physical books, removed their spines, scanned every page, and recycled what was left as part o......
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31.07.26 - 23:54
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Zitron: "Everyone Has Been Sold a Lie" on AI (Bloomberg)
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Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. In speaking about OpenAI and Anthropic Zitron argues "everyone is buying into these stocks because they believe all of that CapEx is going towards diverse and spread out AI demand, when in fact, what it's actually doing is helping create infrastructure for two unprofitable, unsustainable companies." (Source: Bloomberg)...
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31.07.26 - 22:12
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AI Has Reached an Inflection Point (Bloomberg)
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Lei Qiu, chief investment officer of thematic innovation equities at AllianceBernstein, says AI has reached an inflection point as the focus shifts from infrastructure investment to revenue generation. "We see revenue accelerating," she says, adding that continued adoption is critical. "As long as we see that, I think the ecosystem remains healthy." She speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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31.07.26 - 22:12
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Amazon AWS Growth, AI Demand Buoy 2Q Results (Bloomberg)
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Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, breaks down Amazon and Apple earnings from his latest outlook report: Post-2Q Earnings Outlook: Accelerating AI demand and stronger retail execution can keep Amazon.com's underlying momentum intact despite softer 3Q sales guidance tied partly to the Prime Day shift. The company's 2Q results showed broad-based strength, with Amazon Web Services, retail and advertising all outperforming expectations. Faster delivery and AI-powered shopping are also strengthening customer engagement. We expect Amazon Web Services sales growth to remain at or above 35% in 2H, supported by persistent AI demand and higher backlog. Amazon raised its 2026 cash-capital-outlay outlook to $220 billion from $200 billion because of higher memory prices. (Source: Bloomberg)...
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