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13.11.26 - 16:54
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Anthropic IPO: AI′s $1.4T Test (Bloomberg)
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Anthropic's potential IPO is drawing extraordinary investor demand, with a reported target valuation of $1.4 trillion. Bloomberg's Bailey Lipschultz joins Bloomberg Open Interest to explain why investors see the AI company as a must-own and why soaring compute costs, cash burn, uncertain profitability and unusual insider share sales could make the offering volatile. (Source: Bloomberg)...
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13.11.26 - 16:54
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AI Fundamentals Intact Despite Nvidia Fallout: Weaver (Bloomberg)
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Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we're still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption. (Source: Bloomberg)...
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13.11.26 - 16:33
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Rate-Hike Odds Steady As Food & AI Lift Producer Price Inflation To 4 Year High (ZeroHedge)
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Rate-Hike Odds Steady As Food & AI Lift Producer Price Inflation To 4 Year High
After the hotter-than-expected CPI earlier in the week, wholesale inflation was expected to accelerate at a slower pace in October (relative to the +1.3% MoM surge in September).Headline Producer Prices printed just slightly cooler than expected (+0.3% MoM vs +0.4% MoM exp), lifting PPI up 6.5% YoY (from 6.3% YoY in September). That is the highest YoY print since Nov 2022On a MoM basis Energy actually deflated (but is accelerating YoY)...With Fuel inflation absolutely dominant......but arguably that is 'peaking' this month, given the rapid decline in crude prices in the last month...Food prices are soaring though...Core PPI (Ex-Food and Energy) rose 0.3% MoM as expected and up 5.0% YoY...Goods prices rose at a faster pace than Services costs but both rose in October (for the 3rd straight month)...And AI is also having a sizable effect with the recent rapid surge in memory prices has stabilized (but is not dro...
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13.11.26 - 16:24
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New Corporate Speak Is Shaped By AI (Bloomberg)
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Corporate managements are using new euphemisms for job cuts or hiring freezes far more in the age of AI, as technology-enabled headcount reductions increasingly draw public ire and pushback from politicians, bloomberg Opinion columnist Jonathan Levin says. As a result, company leaders are leaning on vague talking points about “efficiency,” “automation” and, yes, “delayering.” (Source: Bloomberg)...
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13.11.26 - 16:06
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Corporate News: Meshy.ai (EQS)
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Same Prompt, More Complete Prints: Meshy.ai Publishes Printability Benchmark for AI-Generated 3D Models...
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13.11.26 - 15:45
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Bringt Huangs Fall den KI-Skyscraper zum Einsturz? (Inside Paradeplatz)
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Nvidia lieferte nicht nur die Chips für den Boom, sondern befeuerte ihn auch mit Milliarden-Übernahmen in Start-ups.
Die NZZ sieht im erzwungenen Abgang von Jensen Huang einen Glücksfall für die gesamte KI-Branche. Eine erstaunliche These. Wenn der wichtigste Mann der KI-Revolution seinen Posten verliert, ist das zunächst einmal ein zusätzliches Risiko für eine Industrie, die ohnehin auf […]...
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13.11.26 - 15:00
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Will Jensen Huang′s downfall tip the scales against open-source AI? (SCMP)
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Jensen Huang's abrupt resignation from Nvidia has cast uncertainty over the US chip giant's multibillion-dollar investments in open-source artificial intelligence, while potentially depriving Chinese developers of one of their most influential advocates in Washington.
His departure could prompt Nvidia to scale back spending on open-weight models and their supporting infrastructure, analysts said, although strong commercial incentives would likely keep the company committed to the broader......
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