https://www.perplexity.ai/...
Are AI Valuations a Huge Bubble? - by Larry Kotlikoff
More specifically, will AI Eat Its Own? A Financial Savant, John Talbott, Weighs In
https://larrykotlikoff.substack.com/p/are-ai-valuations-a-huge-bubbleWarnings Abound! Wall Street Analysts: Definitely in an AI Bubble, Exhibiting All the Characteristics
①ImpactiveCapital, an investment firm, co-founder Wolf warned that the current enthusiasm surrounding artificial intelligence (AI) exhibits all the characteristics of a bubble; ②Wolf believes investors are underestimating the risks posed by the sharp increase in AI-related spending by major technolo..
https://news.futunn.com/en/post/63604564/warnings-abound-wall-street-analysts-definitely-in-an-ai-bubbleNebius announces multi-billion dollar agreement with Microsoft for AI infrastructure
Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure. Under this multi-year agreement, Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey.
https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructurehttps://www.perplexity.ai/...
Nvidia partners on $2.9 billion AI data center project in Australia
Deal with Firmus Technologies adds to Nvidia's growing global infrastructure footprint
https://finance.yahoo.com/news/nvidia-partners-2-9-billion-150435942.htmlIn four years, quadrupling, Buffett bets over $30 billion on Japanese stocks!
巴菲特對日本市場的投資持續增長,伯克希爾哈撒韋在五大商社的持倉價值已突破 300 億美元,較 2020 年首次披露時的 63 億美元增長 392%。持股比例在三井物產和三菱商事均已超過 10%。這一成功投資顯示出巴菲特對日本市場的信心和影響力。
https://longbridge.com/news/260765674Bank of England Warns of Impending AI Disaster
The Bank of England has sounded the alarm, warning of an intensifying risk of a "sudden correction" due to an AI spending frenzy.
https://futurism.com/artificial-intelligence/bank-of-england-impending-ai-disasterAlibaba has taken a hands-on approach, with Qwen leading the establishment of an AI robotics team.
LinJunye, the technical lead of Qwen, revealed that Alibaba has established a 'Robotics and Embodied AI Group.' He stated that multimodal foundational models are being transformed into basic intelligent agents, which can utilize tools and memory to perform long-term reasoning through reinf..
https://news.futunn.com/en/post/63019067/alibaba-has-taken-a-hands-on-approach-with-qwen-leading