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30.10.26 - 01:06
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Analysis: Can Kazakhstan really be Europe′s AI factory? (Digitimes)
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Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia. Kazakhstan, with 21 million people, is developing data centers and pursuing Nvidia partnerships that could position it as a supplier to Europe....
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30.10.26 - 01:06
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Elite Material posts record 3Q26 revenue on AI demand (Digitimes)
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Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end materials used in AI products and fully loaded production capacity. Revenue rose 28.8% quarter-over-quarter and 142% year-over-year....
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30.10.26 - 01:06
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Taiflex, E Ink accelerate PTFE development for AI connectivity materials (Digitimes)
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Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings (EIH) to jointly develop AI high-speed connectivity materials. The partnership combines E Ink's expertise in base-material development and manufacturing with Taiflex's circuit-board material capabilities and industry experience to address demand for high-performance materials, mass-production capacity, and stable supply....
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30.10.26 - 01:06
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China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value (Digitimes)
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Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership. According to Reuters, the Shanghai STAR 50 Index has fallen about 40% from its June peak, wiping out approximately US$480 billion in market value across AI and semiconductor components....
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30.10.26 - 00:06
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Sorge ums Weihnachtsgeschäft: KI-Kosten reißen Milliardenloch in Amazons Bilanz (N-TV)
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Der Bau neuer Rechenzentren verschlingt auch bei Amazon Unsummen. Der Cashflow bricht ein, Anleger machen sich Sorgen. Konzernchef Jassy will trotzdem nachlegen... --- Der Barmittelabfluss habe sich in den vergangenen drei Monaten auf 42,4 Milliarden Dollar nahezu versechsfacht, teilte der Onlinehändler nach Börsenschluss mit. Diese Entwicklung sei besorgniserregend, sagte Portfoliomanager Dave Wagner.. --- Im nachbörslichen Handel an der Wall Street brach die Aktie um rund acht Prozent ein.. --- Die Cloud-Tochter Amazon Web Services (AWS) könnte bereits 2031 mehr als eine Billion Dollar Jahresumsatz erreichen. In den vergangenen drei Monaten steigerte sie ihren Umsatz um etwa 39 Prozent auf 46 Milliarden Dollar. Dies war das größte Plus seit rund fünf Jahren. In anderen Geschäftsfeldern lief es für Amazon weniger rund. So verlangsamte sich das Wachstum der Werbeeinnahmen..
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29.10.26 - 23:01
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AI Slowdown Is More Macro Than Tied to One Company: T.Rowe Price′s Wang (Bloomberg)
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Tony Wang, Portfolio Manager at T.Rowe Price, says investors are looking for AI-related spending to translate into better-than-expected revenue across companies' core businesses and cloud operations, while also improving margins. He describes demand for AI chips as unprecedented, but warns that rapid shipments can strain supply chains and create bottlenecks, raising execution expectations. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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29.10.26 - 23:01
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GE Healthcare CEO on 3Q Earnings Beat, Impact of AI (Bloomberg)
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Peter Arduini, CEO of GE Healthcare, described radiopharmaceuticals as a fast-growing field that is advancing treatment and care in cancer, cardiology imaging and neurology, including Alzheimer's-related approaches. Because these products have short half-lives and can dissipate by the end of the day, he said control of manufacturing and the supply chain is especially important. He speaks with Romaine Bostick & Kristine Aquino on "The Close,." (Source: Bloomberg)...
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29.10.26 - 22:42
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Raymond James CEO on 4Q Earnings and AI Strategy (Bloomberg)
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Raymond James shares rose after the company beat estimates for fourth-quarter revenue and adjusted EPS, with investment banking revenue also exceeding expectations. CEO Paul Shoukry said Raymond James focuses on sustainable growth and long-term decisions, noting 155 consecutive profitable quarters. He speaks with Romaine Bostick & Kristine Aquino on "The Close." (Source: Bloomberg)...
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