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24.10.26 - 03:00
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China′s AI compute surge heavily reliant on US chips, offshore cloud access: report (SCMP)
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China's access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new research.
Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million “H100-equivalents” – a metric benchmarked against Nvidia's data-centre graphics processing units, according to a report by the Washington-based......
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24.10.26 - 02:45
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Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire (ZeroHedge)
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Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire
Seven months ago, Qatar was the world's biggest LNG seller. Now it's a buyer.
According to a Reuters scoop late Thursday, QatarEnergy is in advanced talks with Venture Global (VG) on a long-term supply deal for at least 3 million tons of LNG a year, sourced from VG's CP2 plant, which is still under construction in Louisiana. The report landed just hours after QatarEnergy signed a separate deal with Cheniere (LNG) for up to 4 million tons a year through 2054. VG shares jumped more than 6% on Friday, and they have now roughly doubled this year. Then again, they're still trading about 45% below their $25 IPO price.
Venture Global's other headline this month is that it wants to get into AI data centers... in a very big way. Goldman thinks both stories come back to the same molecule. Below we summarize what Goldman's LNG team has been telling clients about each (available to pro subs), and why we th...
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24.10.26 - 01:12
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Wealth Tax Debate, Midterm Investing, AI Anxiety (Bloomberg)
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Whitney Tilson, Stansberry Research Editor, and Stephanie Guild, Robinhood CIO. (Source: Bloomberg)...
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24.10.26 - 00:48
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AI Jitters, Oil & Big Tech (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BlackRock Deputy CIO, Global Fixed Income Russ Brownback, AXA Group Chief Economist Gilles Moëc, Mizuho Securities Senior Equity Research Analyst Lloyd Walmsley, AlixPartners Co-CEO Rob Hornby, Interactive Brokers Chief Strategist Steve Sosnick, Teneo CoiPresident, Political Risk Advisory Kevin Kajiwara, KPMG US Principal, Consumer & Retail Strategy Julia Wilson, The Points Guy Founder & CEO Brian Kelly, & Green Bay Packers Former Vice President Andrew Brandt. (Source: Bloomberg)...
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24.10.26 - 00:42
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Appeals Court Allows Mississippi Ban On DEI, Removes Judge Over AI Use (ZeroHedge)
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Appeals Court Allows Mississippi Ban On DEI, Removes Judge Over AI Use
Authored by Zachary Stieber via The Epoch Times,
Mississippi can enforce a law prohibiting some diversity practices in schools, a federal appeals court ruled on Oct. 22 in a decision that also removed the judge overseeing the case over the use of artificial intelligence.
Mississippi State Capitol in Jackson, Miss., on June 28, 2020. Rory Doyle/AFP via Getty ImagesThe U.S. Court of Appeals for the Fifth Circuit ruling overturned a 2025 decision from U.S. District Judge Henry Wingate that blocked the state from enforcing a law restricting diversity, equity, and inclusion (DEI) practices.
The law, H.B. 1193, bars schools and colleges from promoting DEI through classes and administrators from punishing students for their views on DEI.
Wingate said the law violated the constitutional rights of teachers and students, siding with plaintiffs such as the Jackson Federation of Teachers.
The Fifth Circuit disagreed.
Circuit judges sai...
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24.10.26 - 00:01
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Investors Figuring Out Agentic AI: Robinhood′s Guild (Bloomberg)
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Stephanie Guild, CIO of Robinhood, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss how she is seeing consumers take advantage of the pullback in AI, having cash on the side to invest, and how Robinhood users can now use agentic AI agents to invest on their behalf. (Source: Bloomberg)...
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23.10.26 - 23:36
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AlixPartners Co-CEO Rob Hornby on AI Bull Case (Bloomberg)
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Rob Hornby says AI costs are falling faster than those of comparable technologies historically, but remain substantial. He describes companies as being in a transition period: investment is underway while returns are uneven, and the shift from flat fees to per-token charges has exposed costs. He speaks with Romaine Bostick & Jess Menton on "The Close." (Source: Bloomberg)...
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23.10.26 - 22:54
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AI Trade Stumbles Again as Investors Rediscover Treasury Haven (Bloomberg)
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According to the president of Blackstone Inc., there's no bubble in artificial intelligence. Treasury Secretary Scott Bessent isn't seeing a “systemic problem” in the boom. But as hard as Wall Street brass works to tamp down concerns around the space, markets are refusing to be calmed....
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