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20.06.26 - 10:06
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Odd Lots: How Substack Creators Are Thinking About AI (Podcast) (Bloomberg)
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We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been Odd Lots guests before, and we wanted to get them together to discuss how journalists and analysts are supposed to cover this incredibly strange and highly pressurized moment in markets. Not only has AI basically infected every corner of the world, the media included, but there'...
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20.06.26 - 05:00
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Tiny capacitor, huge demand: the AI frenzy driving MLCC prices higher (SCMP)
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Last year, it was memory chips. This year, the hottest commodity in Shenzhen's Huaqiangbei electronics market is a component no larger than a postage stamp.
Chinese vendors of multilayer ceramic capacitors (MLCCs) are riding a massive wave of soaring prices driven by the global artificial intelligence boom.
Because these minuscule components are vital for regulating electric currents, global manufacturing lines are scrambling to keep up with skyrocketing demand from AI server clusters and......
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20.06.26 - 04:48
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Taiwan LED makers look beyond lighting to AI optical communication (Digitimes)
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Taiwan's LED industry is moving beyond lighting components into AI optical communication, Micro LED, sensing, and high-end optoelectronic semiconductor applications. After years of oversupply, price wars, and restructuring, local LED makers are seeking a new role in the global supply chain as AI data centers accelerate demand for high-speed optical transmission....
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19.06.26 - 22:45
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AI Doomsday Warnings Distract From More Imminent AI Concerns (ZeroHedge)
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AI Doomsday Warnings Distract From More Imminent AI Concerns
Authored by Daniel Nuccio via The Brownstone Institute,
AI is everywhere. It's getting incorporated into everything. That's simply progress, we're told. And therefore we need to embrace it, lest we look like a Luddite and let China win (whatever that means).
Yet, simultaneously, a lot of people also are afraid because of AI. Very afraid. And sometimes, we're told that we should be afraid too.
However, in public discourse surrounding AI, there often can be a lack of detail regarding what specifically we're supposed to be afraid of. Sometimes it is not even clear what is meant by the term “AI.”
Technically speaking, as I have touched on previously, one could argue (as some older computer scientists do) that AI is an umbrella term for a family of algorithms based in math that sometimes dates back more than a half-century.
Practically speaking, numerous programs we've been living with for years like Google Maps and Amazon...
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