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21.11.25 - 22:30
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Meta Enters Power Trading to Support Its AI Expansion (Bloomberg)
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Meta is entering the power trading market to help support its AI expansion, hoping to help plant developers by committing to long-term energy contracts. Bloomberg's Riley Griffin discusses the plan with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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21.11.25 - 20:30
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Meta Platforms’ Hidden AI Flywheel Is About to Crush the Competition (24/7 Wall St.)
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Many investors still view Meta Platforms (NASDAQ:META) as primarily a social media company running Facebook and Instagram. While that foundation remains core, the company has evolved into a broad technology powerhouse with advertising, messaging, hardware, and now artificial intelligence at its center. The stock has delivered strong returns over the years, but occasional missteps — like ... Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition
The post Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition appeared first on 24/7 Wall St.....
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21.11.25 - 20:15
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CapEx Spending On AI Is Masking Economic Weakness (ZeroHedge)
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CapEx Spending On AI Is Masking Economic Weakness
Authored by Lance Roberts via RealInvestmentAdvice.com,
The U.S. economy's recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as Microsoft, Alphabet (Google), Meta Platforms, and Amazon have announced massive investments in data centers, servers, networking equipment, and AI infrastructure.
As noted by Investing.com:
“Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays climbing to $611 billion. That is a $145 billion increase in just one month's estimates.
The surge shows how cloud giants are doubling down. Google raised its 2025 capital budget to $92 billion, Microsoft plans even faster growth into fiscal 2026, and Meta now expects spending of about $100 billion in 2026. Amazon's data center capacity is on tr...
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21.11.25 - 11:51
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Circus ernennt Frank Holtey zum neuen Chief Commercial Officer (Business Wire)
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MUNICH--(BUSINESS WIRE)--Die Circus Group (WKN: A2YN35 / Symbol: CA1), ein globaler Technologieführer im Bereich autonomer KI-Robotiksysteme, gibt heute die Ernennung von Frank Holtey zum neuen Chief Commercial Officer (CCO) bekannt.
Frank Holtey verfügt über mehr als 30 Jahre internationaler Vertriebserfahrung und ist bereits seit 1,5 Jahren im Management des Unternehmens tätig, wo er als Director Global Affairs maßgeblich den internationalen Geschäftsaufbau sowie die Entwicklung zentraler Key Accounts wie REWE vorangetrieben hat.
In seiner neuen Funktion übernimmt Holtey die Gesamtverantwortung für die kommerzielle Strategie mit Fokus auf Wachstum, Markenpositionierung und internationale Expansion der Circus Group – in einer Phase, in der das Unternehmen seine Hochvolumenproduktion deutlich erweitert, die Roll-outs des CA-1 KI-Roboters mit Großkunden wie REWE und Meta skaliert und gleichzeitig seine Vertriebsaktivitäten im Verteidigungssektor im europäischen Raum stark ausbaut.
Das Unterneh...
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