AI & Economics
DeepSeek's Power Play: 11 Trillion Won Funding from Tencent and CATL Signals New AI Era
DeepSeek nears a 90 trillion won valuation with a massive funding round, signaling a shift in the global AI power balance and challenging Silicon Valley's dominance.
Clio · πριν 1 μέρα
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
TSMC CEO C.C. Wei warned that global chip supply will struggle to keep pace with AI-driven demand for years, signaling sustained growth and pricing power for the foundry leader.
Clio · πριν 1 μέρα
Revolt in Seattle: Amazon Engineers Slam AI Data Center Spending Amid 30,000 Layoffs
Internal strife at Amazon peaks as employees accuse the tech giant of a 'humanitarian crisis' while funneling billions into the infrastructure of the future.
Clio · πριν 1 μέρα
Broadcom and the 'AI Fatigue': When Perfection Isn't Enough for the Markets
Broadcom shares tumbled as AI chip forecasts failed to meet Wall Street's sky-high expectations, raising questions about the sustainability of the ongoing tech rally.
Clio · πριν 1 μέρα
Suraj Rajwani on Why Artificial Intelligence is Reshaping the Future of Business and Investment
Suraj Rajwani explores the shift from basic AI adoption to a complete structural overhaul of the global economy and investment strategies.
Clio · πριν 1 μέρα
Rockefeller’s Sharma on the AI Boom and US Market Fault Lines
Ruchir Sharma analyzes how the AI boom masks deep structural weaknesses in the US economy, warning of a dangerous two-tier market divergence.
Clio · πριν 1 μέρα
DoubleLine’s Robert Cohen on AI Debt: The New Frontier of Private Credit
DoubleLine’s Robert Cohen analyzes how the AI revolution is reshaping debt markets and why private credit is emerging as a dominant player in 2026.
Clio · πριν 1 μέρα
The Tokenomics of Truth: AI Markets Pivot to Margins and Costs Ahead of Major IPO Wave
As the AI market matures, investors are shifting focus from flashy demos to the granular reality of cost-per-token and the long-term sustainability of generative AI business models.
Clio · πριν 1 μέρα
The State of AI: How Data Centers are Redefining Global Power Dynamics and Economic Infrastructure
The AI boom is shifting focus from code to infrastructure, turning energy into the most valuable currency of the digital age as data centers reshape the global economy.
Clio · πριν 1 μέρα
Bank of America’s 2,000 Interns: A Defiant Bet on Human Capital in the AI Era
As Wall Street braces for the AI revolution, Bank of America doubles down on 2,000 summer interns, signaling the enduring value of human judgment in finance.
Clio · πριν 1 μέρα
Anthropic's Looming IPO: The Two Tech Giants Poised for Massive Gains
As rumors of Anthropic's IPO intensify, Amazon and Alphabet are preparing to capitalize on their massive investments in OpenAI's primary competitor.
Clio · πριν 1 μέρα
Broadcom’s Outlook Lets Down Investors Primed for a Blowout
Broadcom Inc. delivered a disappointing forecast for artificial intelligence chip revenue, signaling that the company is progressing more slowly than anticipated.
Clio · πριν 1 μέρα