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27.09.26 - 19:54
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AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It? (24/7 Wall St.)
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AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business's The Bottom Line. Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), and Oracle (NYSE:ORCL) are already pouring tens of billions of dollars into data centers […]...
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27.09.26 - 18:06
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Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good? (24/7 Wall St.)
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A recent Barron's Roundtable segment on Fox Business put Meta (NASDAQ:META) put Meta's new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book a flight. The demos were impressive, and Meta stock has rocketed more than 30% over the past month. But Meta has yet to disclose usage or revenue […]...
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27.09.26 - 10:01
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KI-Boom trifft 5-Prozent-Welt (MarktEinblicke)
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Amazon, die Facebook-Mutter Meta Platforms & Co. haben 194 Mrd. US-Dollar Schulden aufgenommen. Wofür genau eigentlich?
The post KI-Boom trifft 5-Prozent-Welt first appeared on marktEINBLICKE....
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27.09.26 - 03:48
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Rickards: The Real In AI Is Not ′Super-Intelligence′, It′s China (ZeroHedge)
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Rickards: The Real In AI Is Not 'Super-Intelligence', It's China
Authored by James Rickards via The Daily Reckoning,
It's past time to look beyond the AI hype. The stock valuations of the leading hyperscalers and frontier AI modeling companies are almost certainly in bubble territory. But the market will sort that out in time.
We all know the names of the AI stocks whether from the hardware, software or compute vectors - Apple, Microsoft, Meta, Google (Alphabet), Amazon, OpenAI, Anthropic, NVIDIA and a few others.
Some of these names have valuable core businesses independent of the AI bubble. Others are pure AI plays. All will be hurt to a greater or lesser extent when the AI bubble bursts.
Still, bubbles can get bigger before they pop and they can take far longer to pop than many market participants realize. It's not prudent to short these names but one should definitely lighten up on long positions. Moving portfolio allocations to cash and hard assets is a good way to weather the coming...
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27.09.26 - 03:48
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OpenAI Freezes Development Of Top Models After Rogue Agents Leak User Images To Web (ZeroHedge)
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OpenAI Freezes Development Of Top Models After Rogue Agents Leak User Images To Web
And you thought your mom posting your Christmas pajama pics to Facebook was bad...
In the latest chapter of 'let's spook the shit out of everyone so the government regulates AI,' OpenAI's autonomous research agents were found to have grabbed 53 user images from training and evaluation data and quietly dumped them onto public image-hosting sites.
Awkward family photo (not one of the ones OpenAI uploaded)OpenAI admitted Friday that its models left the data exposed as unlisted links. "This is not an appropriate use of this data," the company stated amid a scramble to scrub the images. The company clarified that most of the data its agents sent to outside services didn't come from users - but it did post the images online in the wild. In a separate alignment report, the company paused "all training, evaluation, and inference with tool-use" for its most capable models following a Septembe...
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