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09.05.26 - 02:06
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Global semiconductor market faces shortages as AI demand strains supply chains (Digitimes)
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Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and persistent supply chain constraints. The result, industry executives say, is a form of "silicon inflation" and a structural shortage cycle that extends far beyond a typical downturn....
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08.05.26 - 22:36
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Carlyle Global Research Head on AI′s Economic Impact (Bloomberg)
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Carlyle Head of Global Research & Investment Strategy Jason Thomas discusses expectations of enormous AI productivity gains moving forward, and why US valuations are much more attractive now. He talks with Romaine Bostick at the Milken Institute Global Conference in Beverly Hills, California. (Source: Bloomberg)...
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08.05.26 - 22:13
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America′s Most Infamous Nuclear Site Returns to Fuel the AI Boom (Bloomberg)
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The infamous Three Mile Island nuclear plant is poised for a comeback, driven by AI's massive energy needs. Thanks to a long-term agreement signed by Microsoft Corp. and Constellation Energy Corp. in September 2024, the energy from the plant will power chatbots and other artificial intelligence applications. All this under a new and baggage-free name: the Crane Clean Energy Center. The agreement commits Microsoft to buying all the electricity produced by the site's remaining functional 835-megawatt reactor for 20 years. Bloomberg News Energy Reporter Will Wade joins to discuss the return of the nuclear power plant on Three Mile Island. (Source: Bloomberg)...
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08.05.26 - 20:24
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Impact of AI on Hiring, Workforce Trends (Bloomberg)
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Learning AI is becoming more and more crucial for workers to get hired, as 42% of recent grads are still underemployed. Clara Shih, founder and CEO of the New Work Foundation and former Head of Business at Meta, says she wants AI to be profitable not just for businesses, but for everyone - including the millions of 25-year-olds currently unemployed. She joins Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)...
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08.05.26 - 19:18
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Jobs Surge As AI Stocks Wobble | Open Interest 5/8/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Jobs jump, Hormuz tensions rise, and CoreWeave exposes the pressure behind the AI boom. Rick Rieder says stocks aren't in a bubble, Joanne Hsu explains why consumers are still gloomy, Kevin Hassett rejects Treasury default talk, and top CEOs break down AI, giving, cyber, recycling, and the market rally. (Source: Bloomberg)...
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