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06.02.26 - 19:01
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Big Tech to Spend $650 Billion This Year as AI Race Intensifies (Bloomberg)
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Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them. Bloomberg's Mandeep Singh joins Bloomberg Intelligence to discuss. (Source: Bloomberg)...
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06.02.26 - 18:12
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Impatience in Market to Determine AI Winners, Losers: Hermann (Bloomberg)
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Julia Hermann, Global Market Strategist at New York Life Investments, sees impatience in the market in wanting to determine AI winner and losers and says those conversations are at least three to five years premature. She speaks to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)...
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06.02.26 - 17:24
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Blasenbildung: Bedrohen KI-Investitionen die Finanzmarktstabilität? (Verumo)
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Die Technologieriesen steigern ihre KI-Investitionen in hohem Tempo. An den Märkten führt dies zu Unbehagen: Innerhalb weniger Tage ging die kombinierte Marktkapitalisierung um fast das 1,5-fache angekündigte Investitionen zurück. Bondinvestoren sollten die Entwicklung nicht ignorieren....
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