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30.06.26 - 08:48
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Trendwende: Vom Chip zur Anwendung – wie sich der KI-Markt neu sortiert (Das Investment)
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Die KI-Euphorie hebt längst nicht alle Aktien. Zuletzt liefen vor allem Chip- und Speicherwerte. Norbert Hagen rechnet nun mit einer Rotation.Bislang setzten Anleger vor allem auf die Investitionsausgaben für KI als dominierendes Thema. Das ist kaum überraschend. Hyperscaler wie Alphabet, Microsoft oder Meta geben allein in diesem Jahr Hunderte Milliarden Dollar für Rechenzentren und KI-Infrastruktur aus. Hardwareproduzenten wie Nvidia können die enorme Nachfrage kaum bedienen. Doch der nächste Kursanstieg wird wahrscheinlich nicht mehr allein von Engpässen bestimmt sein. Vielmehr wird sich der Markt auf Unternehmen konzentrieren, die KI in ihren Geschäftsmodellen gewinnbringend einsetzen können. Derzeit stellen immer mehr Modellanbieter von festen Abo- auf......
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30.06.26 - 08:18
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Ireland is big tech′s lapdog – and that compromises its EU presidency | Johnny Ryan (The Guardian)
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The country is dependent on the global giants that call Dublin home. Irish ministers can't be trusted to chair vital European digital sovereignty talksOn the face of it, Ireland behaves like a good European by being a staunch advocate of human rights and a beacon of progressivism on the western edge of the continent. But there is one vital area in which its record is less than perfect – one that should cause concern when the Irish government takes over the rotating six-month presidency of the EU on 1 July. The EU's tech and AI rulebook will be renegotiated during the same period, but the Irish state and economy have been captured by big tech. Ireland is so compromised that as president of the Council of the EU, it should recuse itself from all tech and digital sovereignty negotiations.The last time Ireland held the EU presidency was in 2013, during negotiations on the General Data Protection Regulation (GDPR). A leaked Facebook memo describes a 2013 meeting where the company's executives met Ireland...
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29.06.26 - 20:57
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Meta Restricts Engineers′ Use of Claude Code And Codex Over Model ′Distillation′ Concerns (ZeroHedge)
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Meta Restricts Engineers' Use of Claude Code And Codex Over Model 'Distillation' Concerns
Meta Platforms has instructed engineers in its Applied AI division to limit or restrict their use of Anthropic's Claude Code and OpenAI's Codex coding and agent tools, according to internal documents reviewed by The Information. The policy, driven by concerns over inadvertent model distillation, aims to prevent outputs from rival AI systems from contaminating Meta's own training data and model development processes for its Llama family of models (which, quite frankly, could only help).
The move reflects the increasingly zero-sum nature of frontier AI development, where companies aggressively protect the provenance and purity of their training data while seeking to reduce reliance on competitor tools. Internal guidelines referencing the restrictions date back to at least May, with the policy actively in effect as of late June. Meta has not publicly confirmed or commented on the directive.
According t...
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29.06.26 - 19:30
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New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access? (24/7 Wall St.)
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Alphabet (NASDAQ:GOOGL) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion, and Sundar Pichai went on the most recent earnings call and said, in plain English, “We are compute constrained in the near term.” When the supplier is rationing for everyone, the interesting question is what the rationing tells you ... New AI Cold War?! Did Google Really 'Throttle' Zuckerberg's AI Access?...
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29.06.26 - 17:06
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Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk (24/7 Wall St.)
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Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors' consideration. Case in point: investors seeking a combination of income ... Invesco's SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk...
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29.06.26 - 15:24
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Hamburger Gericht setzt Verfahren gegen Meta aus (DPA-AFX)
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HAMBURG (dpa-AFX) - Das Hanseatische Oberlandesgericht in Hamburg hat das Verfahren des Bundesverbands der Verbraucherzentralen (VZBV) gegen die Facebook-Muttergesellschaft Meta (Meta Platforms (ex Facebook)) ......
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29.06.26 - 05:00
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AI agents that provide ′economic value′ are next frontier, says Meta AI research chief (SCMP)
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The next frontier of artificial intelligence will be agents that can perform “economically valuable” work across a broad range of real-world domains, according to Dawn Song, Meta Platforms' new vice-president of AI research.
“The goal is not to replace humans,” Song told the South China Morning Post last week on the sidelines of the World Economic Forum in Dalian, also known as Summer Davos, days before joining Meta.
“But we want these AI agents to be more effective in these important real-world......
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