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30.05.26 - 02:24
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Samsung′s AI Bonuses Divide Workers (Bloomberg)
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Samsung has narrowly averted a strike by promising some employees hefty bonuses — dividends from the windfall it's seen from the AI boom.
But that's stoking unhappiness among other workers who don't stand to reap equal benefits. (Source: Bloomberg)...
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30.05.26 - 01:27
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662 Billion Reasons To Worry: Moody′s Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal (ZeroHedge)
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662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal
Unless you have lived under a rock for the last year (or month), you will know that the explosive growth of artificial intelligence is fueling a massive infrastructure buildout.
In a chart book published nearly simultaneously with Moody's report, Apollo Global Management chief economist Torsten Slok worked to put the enormity of data center spending into perspective.
With total capital expenditure on data centers estimated at roughly $646 billion, or about 2% of U.S. GDP, Slok noted that is roughly equivalent to the GDP for Singapore, Sweden, and Argentina. Defense spending in 2025, meanwhile, was around $917 billion.
However, as Moody's warned this week, the aggressive financing structures supporting this explosive growth are creating significant systemic risks that could ripple across global credit markets and the broader economy.
The most recent example of this buildout...
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29.05.26 - 22:42
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′There′s A Lot More To Come′ In AI Says Aliaga (Bloomberg)
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Stephanie Aliaga, JPMorgan Asset Management Global Market Strategist joined Bloomberg Businessweek Daily to discuss AI trends and how it is changing how we view the markets. She stated that we are still in the beginning stages of the AI boom and we will see some more volatility as markets get it footing around the technology. (Source: Bloomberg)...
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