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04.12.25 - 22:03
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Dumb AI, Golden Yuan, & Q-Day Comes Early: Here Are Saxo′s Outrageous Prediction For 2026 (ZeroHedge)
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Dumb AI, Golden Yuan, & Q-Day Comes Early: Here Are Saxo's Outrageous Prediction For 2026
The future almost never arrives in straight lines. Whether its' technology, culture, or politics, changes and evolution often come slowly from year to year. But then, suddenly, there is a lurch.
Saxo's Outrageous Predictions live in those lurches. They are not a house view or a forecast; they are low-probability, high-impact thought experiments designed to stretch the imagination and sharpen debate about what could happen if things leap forward in unexpected ways.
Simply put, they're an out-of-the-box brainstorming on the kinds of crazy things that might just come true.
Let's take a wandering tour of the eight outrageous developments that just could await in 2025.
First, in tech, take cryptography and imagine what happens if Q-Day suddenly arrives in 2026, the day that quantum machines can crack yesterday's digital locks effortlessly.
Crypto collapses; gold screams to five figures; every bank and g...
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04.12.25 - 21:24
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China Bolsters Support for Domestic AI Chipmakers (Bloomberg)
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Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg's Peter Elstrom discusses the company and wider plans by China to boost production of advanced AI chips. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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04.12.25 - 20:00
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The AI boom is heralding a new gold rush in the American west (The Guardian)
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Once home to gold and prospectors, the Nevada desert is now the site of a new kind of expansion: tech datacentersDriving down the interstate through the dry Nevada desert, there are few signs that a vast expanse of new construction is hiding behind the sagebrush-covered hills. But just beyond a massive power plant and transmission towers that march up into the dusty brown mountains lies one of the world's biggest buildouts of datacenters – miles of new concrete buildings that house millions of computer servers.This business park, called the Tahoe-Reno Industrial Center, has a sprawling landmass greater than the city of Denver. It is home to the largest datacenter in the US, built by the company Switch, and tech giants like Google and Microsoft have also bought land here and are constructing enormous facilities. A separate Apple datacenter complex is just down the road. A Tesla “gigafactory”, which builds electric vehicle batteries, is a resident too. Continue reading......
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04.12.25 - 19:48
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Are Snowflake’s Earnings the Latest Sign of the Coming AI Winter? (24/7 Wall St.)
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Snowflake (NYSE:SNOW) released its third-quarter earnings yesterday, posting results that topped Wall Street estimates. Product revenue climbed 28% year-over-year to $1.21 billion, while adjusted earnings hit $0.35 per share, beating the consensus estimate of $0.31. Yet, the stock plunged 11% in midday trading today as investors fixated on the company's fourth-quarter guidance. Projected product revenue of ... Are Snowflake's Earnings the Latest Sign of the Coming AI Winter?
The post Are Snowflake's Earnings the Latest Sign of the Coming AI Winter? appeared first on 24/7 Wall St.....
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04.12.25 - 19:48
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Opinion: Here′s the Biggest AI Bargain Right Now (Hint: It′s Not NVIDIA) (24/7 Wall St.)
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The Magnificent Seven could stay magnificent in 2026, but if you're like many and are a bit nervous about extended valuations and the potential for more scares that interrupt the AI trade at some point, there might be more relative value in the AI names that are outside of the much-followed group. Undoubtedly, if you're ... Opinion: Here's the Biggest AI Bargain Right Now (Hint: It's Not NVIDIA)
The post Opinion: Here's the Biggest AI Bargain Right Now (Hint: It's Not NVIDIA) appeared first on 24/7 Wall St.....
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