A veteran market strategist says the next phase of AI is about revenue generation, not continued spending on cloud infrastructure,…
Browsing: AI
James E. Thorne says Wall Street is analyzing AI spending with the wrong framework, mistaking forced strategic investment for a…
Steve Eisman says the debate over whether artificial intelligence is a speculative bubble misses what he views as the most…
Wall Street analyst Gene Munster says skepticism around OpenAI’s soaring valuation misses the central variable that matters most: growth. In…
Michael Burry, the investor who nailed the US housing market collapse in 2008, believes that China will emerge as the…
AI Czar David Sacks says a freeze on building artificial intelligence data centers would not stop global AI progress, but…
Tech titan Elon Musk is once again sketching out a future so large it stretches conventional valuation math. In a…
Goldman Sachs Research predicts that the US economy will outperform in 2026, forecasting 2.6% GDP growth as three near-term tailwinds…
Billionaire Chamath Palihapitiya says the technology industry is facing a growing perception crisis around artificial intelligence and wealth concentration, warning…
The U.S. Department of Energy (DOE) says it has secured commitments from 24 organizations to support the Genesis Mission, a…