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15.11.26 - 15:48
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AI Investors Brace for Data Center Restrictions (Bloomberg)
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PIMCO market strategist Tony Crescenzi is on Bloomberg This Weekend to assess what growing political resistance to data centers could mean for the AI investment boom, arguing that new restrictions may slow construction without derailing the broader buildout. Speaking with hosts David Gura and Christina Ruffini, Crescenzi also discusses the fallout surrounding Nvidia, the outlook for the US economy and why higher yields are creating opportunities for investors in high-quality corporate bonds. (Source: Bloomberg)...
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15.11.26 - 15:18
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Is the AI job apocalypse finally here? The evidence suggests otherwise | John Quiggin (The Guardian)
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The role AI played in job losses at Australia's NAB, Qantas, Canva and Atlassian is far from clear – but it may prove to have more impact on the stock market than the jobs marketGet our breaking news email, free app or daily news podcastIn 1987, the Nobel prize winning economist Robert Solow remarked: “You can see the computer age everywhere but in the productivity statistics.” At the time, computers had been around for 40 years. Real productivity gains did emerge in the 1990s after the arrival of the internet, but they were short-lived.Four years after the launch of ChatGPT, the pattern seems to be much the same: lots of hype and excitement but with very little productivity growth. The main economic impacts, as in the 1990s dotcom era, have been a stock market boom and huge investment in infrastructure (fibre optics then, datacentres today), betting on future demand that has yet to emerge. Continue reading......
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15.11.26 - 14:54
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Lite-On targets LEO satellites and enterprise AI servers for edge computing growth (Digitimes)
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As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division in the third quarter. Through this restructuring, the company is targeting opportunities in low-Earth-orbit (LEO) satellites, on-premises enterprise servers, and networking equipment that are expected to grow severalfold over the next two to three years and eventually surpass IT-related power products in terms of revenue contribution....
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15.11.26 - 14:24
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Anthropic IPO Arrives at a Pivotal AI Moment (Bloomberg)
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Bloomberg News senior equities reporter Bailey Lipschultz and Bloomberg Intelligence's Mandeep Singh are on Bloomberg This Weekend to examine Anthropic's potentially record-setting IPO and how Nvidia's upheaval following Jensen Huang's departure is changing the outlook for AI investment and computing capacity. Speaking with hosts David Gura and Christina Ruffini, they discuss Anthropic's roughly $1.4 trillion targeted valuation, investor demand and compute costs, as well as what its market debut could signal for OpenAI and the broader AI trade. (Source: Bloomberg)...
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