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26.05.26 - 17:24
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AI′s Massive Power Problem (Bloomberg)
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The AI data center boom is becoming an industrial arms race. CyrusOne CEO Eric Schwartz joined Bloomberg Open Interest to explain why the future of AI depends on power grids, skilled labor, and trillion-dollar infrastructure bets. (Source: Bloomberg)...
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26.05.26 - 17:12
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AI Debt Reshapes Wall Street (Bloomberg)
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Wall Street's AI boom is spilling into credit markets. As hyperscalers' issue huge amounts of debt, banks are buying protection to manage exposure, while hedge funds sell that protection for what looks like easy money. But if the AI race starts producing winners and losers, this quiet CDS trade could become much riskier. (Source: Bloomberg)...
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26.05.26 - 16:54
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Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance (Bloomberg)
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Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure....
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