|
|
|
|
|
|
|
|
|
|
|
24.07.26 - 23:30
|
China′s AI vision gives the Global South a seat at the table (SCMP)
|
|
|
The ninth World Artificial Intelligence Conference marked a shift from the technology-focused exhibitions of previous editions to a high-profile international gathering of government officials, world leaders, scientists and entrepreneurs. President Xi Jinping delivered an opening speech to articulate China's role in governing AI.
While Silicon Valley, Washington and Brussels debate national security, frontier capabilities and corporate profitability, China is pushing AI to generate social good.......
|
|
|
|
|
|
|
|
|
|
|
24.07.26 - 21:48
|
′Caution Is Warranted′: Ed Dowd Warns Wall Street′s AI CapEx Party Is Ending (ZeroHedge)
|
|
|
'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
Authored by Ed Dowd via 'Beyond The Narrative' substack,
The signs are piling up faster than the hype can spin them. AI capex has been the rocket fuel for markets, but the second derivative is turning. Factors ending the party:
Private credit stalled — flows reversing, redemptions surging, industry effectively paused.
Enterprise demand cracking — ROI skepticism, token costs biting, data/alpha extraction backlash.
Power constraints hitting hard — the grid can't scale without massive, long lead time builds or dystopian reallocation.
Open-source pressure — Chinese based DeepSeek and now the new open-source frontier model Kimi K3 are rivaling OpenAI and Anthropic frontiers labs at fraction of the price, commoditizing the economics.
Credit markets always end the party. We're watching it live.
Private Credit: The Silent Pause Button on AI Capex
This is where financing reality bites. Mor...
|
|
|
|
|
|
|
|
|
|
|
24.07.26 - 20:18
|
AI Capex Depreciation Risk Is The Catch To Record Earnings (ZeroHedge)
|
|
|
AI Capex Depreciation Risk Is The Catch To Record Earnings
Authored by Lance Roberts via RealInvestmentAdvice.com,
The second-quarter earnings season is in full swing. So far, the results are landing in line or better than the upwardly revised Wall Street estimates. That's the opposite of how this usually works. Analysts normally trim their forecasts as a year wears on. In 2026, they've done the opposite. The S&P 500 is on track to grow earnings north of 20% for a second straight quarter. The earnings are real. However, a meaningful slice of them is also an accident of accounting timing. That timing, the AI capex depreciation risk, hasn't hit the income statement yet. But it is about to turn from a tailwind into a headwind.
Alphabet handed investors a live example last week. The headline read earnings up 294%. Peel back a $99 billion paper gain on its stakes in Anthropic and SpaceX, and per-share earnings came in around $2.85 against a $2.88 estimate, with the core business growing a solid ...
|
|
|
|
|
24.07.26 - 20:09
|
Why Cognition bought Poke: AI personality is becoming a competitive advantage (TechCrunch)
|
|
|
AI coding startup Cognition has acquired Poke, the AI assistant you text like a friend, in a deal valuing the startup in the low nine figures. The acquisition brings Poke's conversational style and interaction model to Cognition's coding agent Devin, reflecting a growing belief that how AI assistants interact with users is as important as the models powering them....
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
