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30.06.26 - 21:15
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Apollo Chief Economist Delivers Scathing Rebuke Of AI, Finds Zero Margin Boost Outside Of Tech (ZeroHedge)
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Apollo Chief Economist Delivers Scathing Rebuke Of AI, Finds Zero Margin Boost Outside Of Tech
In his market note published this morning, Apollo's chief economist Torsten Slok delivers a scathing review of the failure of AI to boost profit margins outside of tech... which of course is what AI is supposed to do since it is meant to boost productivity across the entire economy, not just a select group of chipmakers.
As Slok shows in the chart below, so far there are no signs of profit margins rising outside the tech sector. He notes that "this is ultimately what we are waiting for, because the value of AI companies today rests entirely on the promise that margins in the S&P 493 will eventually climb."
As Slok notes, the promise of higher margins for all is the link to current (soaring) market prices, since implicit in the valuations of AI companies are assumptions about future earnings. That's why the current debate about token costs, model routing and token marketplaces is importa...
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30.06.26 - 21:15
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe (ZeroHedge)
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe
Taiwan has intensified its efforts to stop advanced AI hardware from reaching China, carrying out raids at the local offices of Super Micro Computer and several businesses connected to an investigation into the movement of servers equipped with NVIDIA chips, according to Bloomberg.
Investigators searched multiple business locations and the homes of six individuals as part of the inquiry. While prosecutors did not publicly identify those involved, a source familiar with the matter said Super Micro's Taiwan office was among the locations searched. The company said it is fully cooperating with investigators and emphasized that it works to safeguard its technology and ensure its products are sold in compliance with applicable laws. Shares fell about 8% following the announcement.
Bloomberg writes that the probe also reached Chief Telecom and Albatron Technology. Both companies acknowledged the searches, saying day-to-day operations were ...
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