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26.08.26 - 13:00
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DWS Concept Kaldemorgen Fonds: Weniger KI-Ausrüster, mehr Hyperscaler - Fondsanalyse (Fondscheck)
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Wien (www.fondscheck.de) - Laut den Experten von "FONDS professionell" sieht Klaus Kaldemorgen die enormen Investitionen in die KI-Infrastruktur als möglichen Schwachpunkt des KI-Booms.
"Ich glaube, der kritische Punkt ist nicht so sehr KI, sondern der kritische Punkt sind im Augenblick die Ausgaben für die Datencenter", habe der Kapitalmarktstratege der DWS und Namensgeber des Multi-Asset-Fonds DWS Concept Kaldemorgen (ISIN LU0599946893/ WKN DWSK00) am Dienstag (25.08. [mehr]...
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26.08.26 - 12:54
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MiniMax revenue surges 283% but remains behind pace to meet forecast amid crowded AI race (SCMP)
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Chinese artificial intelligence firm MiniMax on Wednesday posted a 283 per cent surge in first-half revenue to US$116.6 million, powered by a 700 per cent jump in its enterprise business, though top-line growth remains off pace to hit full-year analyst forecasts.
Revenue for the six months ended June 30 accounted for roughly 32 per cent of the US$363.77 million expected by analysts for the full year 2026, according to estimates compiled by Bloomberg. The company reported full-year revenue of......
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26.08.26 - 12:54
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Bill Gates calls for ′human reserved′ jobs in face of AI takeover (The Guardian)
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Microsoft co-founder also expresses concern governments not prepared for technology's impact in 6,000-word essayBusiness live – latest updatesBill Gates has called for “human reserved” jobs in certain sectors to prevent AI replacing them, and expressed concern that governments are not prepared for the impact the technology will have.In a 6,000 word essay titled The turbulent AI era is here. The choices we make are critical, the billionaire Microsoft co-founder likened the need to spare roles from digital encroachment to how nature reserves operate to protect the environment. Continue reading......
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26.08.26 - 12:30
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AI boom, profit surge fuel China′s ambitious chip assembly buildout (SCMP)
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China's leading semiconductor packaging and testing companies have launched a multibillion-dollar capacity expansion drive, as they ride a surge in artificial intelligence demand, stellar first-half profit growth, and Beijing's urgent push for tech self-sufficiency.
In the first half of the year, China's three leading outsourced chip packaging companies – Jiangsu Changjiang Electronics Technology (JCET), Tongfu Microelectronics and Huatian Technology – announced capacity expansion investments......
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