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28.07.26 - 09:36
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KI braucht mehr als Chips (BondGuide)
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Der KI-Boom treibt Rechenzentren voran – doch wachsender Widerstand vor Ort könnte zum Bremsklotz für Investitionen werden. Der KI-Boom stößt zunehmend an physische und gesellschaftliche Grenzen. Darauf weist Alexis Bienvenu, Fondsmanager bei LFDE, hin. Weltweit wachse der Widerstand gegen neue Rechenzentren – insbesondere wegen ihres hohen Energie- und Wasserverbrauchs, steigender Strompreise sowie der Belastung von […]...
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28.07.26 - 09:06
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Squeezed by China, Taiwan ODMs pivot to AI for new growth (Digitimes)
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China's notebook manufacturing industry is rising rapidly just as Taiwan's ODMs retreat from notebook assembly, but Wistron chairman Simon Lin said the shift also reflects new opportunities as companies pivot toward AI. Lin said each era has its own mission, and many companies would rather move notebook resources into other areas....
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28.07.26 - 08:42
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AI sell-off deepens as chip stocks slump in market retreat - business live (The Guardian)
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Rolling coverage of the latest economic and financial newsThe rout in AI stocks also followed a report by the Information that China has begun mass production of homegrown deep ultraviolet, or DUV, chipmaking tools.Jing Jie Yu, an equity analyst at Morningstar, said:We believe the market was likely spooked by the progress of China's chipmaking equipment capabilities, and was worried that this progress would threaten the competitive position of global chipmaking and chip equipment leaders.That said, we believe the sell-off today is largely a knee-jerk reaction and overdone.This meant that the S&P 500 (+0.02%) and Nasdaq (-0.16%) were little changed yesterday after an initial rally, whilst the Philly Semi Stock Exchange Index (-2.23%) fell further. The equity performance also wasn't helped by new highs in real yields, though nominal 10yr Treasury yields (-2.8bps) came down as Brent crude fell -8.70% yesterday, in its largest decline since April. It is an additional -2.0% lower this morning, trading at...
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28.07.26 - 08:30
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KI macht Cyberkriminelle schneller und zwingt Banken zum Umdenken (Finews)
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Deepfakes und KI-gestützte Betrugsversuche setzen Banken zunehmend unter Druck. Für Chris van Straeten, Chief Risk Officer des niederländischen KYC-Spezialisten Fourthline, hat künstliche Intelligenz den Wettlauf zwischen Finanzinstituten und Cyberkriminellen grundlegend verändert....
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