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How AI Could Help - or Threaten - the Fed's Interest-rate Moves
jpmorgan warning: ai demand surge is overwhelming usa water resources!
JPMorgan stated that the USA is facing serious water resource pressure, which could harm the world's largest economy and affect corporate valuations.
In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays expects that with the popularization of AI applications, the demand for inference computing is expected to exceed 70% by 2026. By then, it may require four times more chip capital expenditure than expected to meet all demands.
Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
Public utility sector: The unexpected winner in the new era of artificial intelligence.
Driven by the surge in electrical demand and the wave of ai, the utilities industry is facing unprecedented opportunities.
Senior executives resign, planned restructuring! What happened to OpenAI?
While financing news is frequent, OpenAI's organizational restructuring and senior personnel changes are also ongoing.
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