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22.06.26 - 13:06
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KI-Boom trifft auf Angebotsengpässe - droht die nächste Inflationswelle? (Anleihencheck)
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Brüssel (www.anleihencheck.de) - Das Wachstum verlangsamt sich, so Nadège Dufossé, Global Head of Asset Allocation bei Candriam.
Das Wachstum verlangsame sich. Die Verbraucher würden wählerischer. Dennoch steige die Nachfrage nach strategischen Vermögenswerten weiter an. Chips, Rechenzentren, Strom, Kupfer, Verteidigungsgüter und Energieinfrastruktur erzählten dieselbe Geschichte: Ein Teil der Wirtschaft wolle von allem mehr – und zwar sofort. [mehr]...
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22.06.26 - 13:00
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KI-Euphorie: Warum die hohen US-Bewertungen noch keine Blase sind (Das Investment)
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Schon vor dem spektakulären Börsendebüt von SpaceX warnten kritische Anleger vor einer möglichen Blasenbildung. Michael Wittek hingegen sieht die Lage entspannt.Der Weltraum- und KI-Firma ist nicht nur der größte Börsengang aller Zeiten gelungen. Der Aktienkurs schloss am ersten Handelstag zudem fast 20 Prozent über dem Ausgabepreis. Damit stieg der Wert von SpaceX um weitere rund 340 Milliarden Dollar. Zum Vergleich: Siemens, das derzeit größte und wertvollste Unternehmen im Dax, kommt auf eine Marktkapitalisierung von umgerechnet 250 Milliarden Dollar. Elon Musk hat es einmal mehr geschafft, die Anleger mit seinen Visionen zu begeistern. Ob es SpaceX allerdings in absehbarer Zeit tatsächlich gelingen wird, den Mond zu besiedeln und KI-Rechenzentren im Weltall zu......
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22.06.26 - 12:54
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Pension services go multilingual as PFRDA rolls out AI-powered grievance platform (Times of India)
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Pension services are set to become more accessible with PFRDA's new AI-powered platform, 'Pension Sahayak'. Subscribers can now lodge complaints using voice commands in 22 Indian languages, a boon for senior citizens and rural users. This digital ecosystem streamlines grievance handling, ensuring faster resolutions through an automated escalation process and promoting greater accountability across the pension sector....
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22.06.26 - 12:51
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Is The AI Spending Boom Creating A Depreciation Time Bomb? (ZeroHedge)
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Is The AI Spending Boom Creating A Depreciation Time Bomb?
Via City AM,
Big Tech's AI spending has exploded, with Google, Microsoft, Amazon, and Meta collectively investing hundreds of billions of dollars in infrastructure.
Rapid technological change may shorten the economic life of AI servers and GPUs, increasing depreciation and replacement costs.
The long-term profitability of AI will depend not only on demand growth but also on whether companies can justify the enormous ongoing capital requirements.
The eye-watering capital expenditure plans of Big Tech has been one of the year's biggest stories.
Google, Meta, Amazon, and Microsoft have all splurged to secure a podium spot in the race to build out the infrastructure that will run the artificial intelligence (AI) revolution.
Total capex by these four firms is expected to reach $750bn (£560bn) this year, around half the annual spending of the entire UK government. It is much higher than this high-tech quartet has budgete...
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22.06.26 - 12:06
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AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure (Digitimes)
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AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe. According to new market intelligence reports from CONTEXT World, there has been an unprecedented displacement of legacy systems. Driven by complex professional workflows, massive public sector procurement, and a fundamental restructuring of telecommunications networks, AI-optimized hardware has transitioned from a progressive choice to an absolute operational necessity....
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22.06.26 - 10:36
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China′s MLCC suppliers eye Hong Kong capital as AI reshapes electronics supply chains (SCMP)
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Two major players in China's multilayer ceramic capacitor (MLCC) supply chain are seeking Hong Kong listings, betting that a global surge in demand for the tiny electronic components powering artificial intelligence infrastructure will continue to fuel growth.
Chaozhou Three-Circle, one of China's largest MLCC manufacturers and already listed in Shenzhen, passed its listing hearing at Hong Kong Exchanges and Clearing (HKEX) last week ahead of an initial public offering sponsored by China Galaxy......
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