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New York Times (January 28)

2025/ 01/ 30 by jd in Global News

“Stock futures are looking up after Monday’s markets blood bath, as investors take stock of what the Chinese start-up DeepSeek really means for the artificial intelligence business.” Many questions remain, but “the emerging consensus is that DeepSeek… has upended the race for A.I. supremacy. Apple and Meta might end up being better positioned than initially thought, while Nvidia might not be in a disastrous position.”

 

Financial Times (January 25)

2025/ 01/ 26 by jd in Global News

“A small Chinese artificial intelligence lab stunned the world this week by revealing the technical recipe for its cutting-edge model, turning its reclusive leader into a national hero who has defied US attempts to stop China’s high-tech ambitions.” DeepSeek claims to have “used just 2,048 Nvidia H800s and $5.6mn to train a model with 671bn parameters, a fraction of what OpenAI and Google spent to train comparably sized models.” The release of DeepSeek’s R1 model “has Silicon Valley on the defensive, raising doubts “about whether better resourced US AI companies, including Meta and Anthropic, can defend their technical edge.”

 

Institutional Investor (December 16)

2024/ 12/ 17 by jd in Global News

“A cross examination of forecasts from asset managers shows that artificial intelligence will be front and center for investors…. Putting geopolitics and economic forecasting to one side for a second,” AI is the “one thematic priority that sticks out.” Artificial intelligence is “being touted as a structural game changer for all industries the likes of which we haven’t seen since the invention of the internet, massively improving efficiency and productivity for those that are able to effectively harness it.”

 

Bloomberg (December 11)

2024/ 12/ 12 by jd in Global News

“The Nasdaq 100 climbed 1.9% to a new record as the Magnificent Seven once again find themselves in pole position. Wall Street’s optimism surrounding the industry and its AI dreams has seemingly proven enduring.”

 

Financial Times (December 3)

2024/ 12/ 04 by jd in Global News

“America’s economy is soaring ahead of its rivals,” and its “outperformance is rooted in long-term productivity growth that is the envy of the developed world.” Many of these productivity gains are coming from tech investments. “China is the only other large economy making significant strides in tech R&D spending…. the amount of venture capital invested in AI in China is now the second highest globally after the US.”

 

WARC (November 19)

2024/ 11/ 21 by jd in Global News

“More shoppers, GMV growth and the growing role of AI was the Singles Day story from Alibaba and JD.com, but the wider economy continues to feel the impact of China’s property slowdown.”

 

Investment Week (September 17)

2024/ 09/ 18 by jd in Global News

“Fund managers and analysts have remained adamant that artificial intelligence is the core investment case driving the growth of the Magnificent Seven and other tech giants, but cracks have begun to show in their faith that this growth has stable longevity.”

 

New York Times (July 31)

2024/ 08/ 01 by jd in Global News

“The technology sector is facing another rough patch, after Microsoft reported mixed quarterly earnings and its shares tumbled. The company’s results are fueling more concern among investors about whether hefty spending on artificial intelligence will pay off, and how long that might take.” The tech giant, however, is confident that its efforts will pay off.”

 

Investor’s Business Daily (July 19)

2024/ 07/ 22 by jd in Global News

“Magnificent Seven stocks dumped more than $1.3 trillion in market value in a week…. Former do-no-wrong AI company Nvidia (NVDA) is the No. 1 culprit” behind the “epic implosion.” Shares in Nvidia “have plunged more than 11% from July 10. That effectively wiped out more than $417.3 billion in shareholders’ wealth — or roughly a third — of the Mag 7’s dollar-value loss in that time.”

 

Traders Magazine (June 26)

2024/ 06/ 27 by jd in Global News

Companies may find ways to effectively “use artificial intelligence themselves on their compliance, obligations to the [Securities and Exchange] Commission and look at unstructured data and look at chat and look at email and look at all these other things that they haven’t been able to do.” This could conceivably allow companies to spot issues earlier or stop them from arising.

 

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