AI & Economics
Debt Overtakes AI as Wall Street’s Main Character Amid Market Turmoil
After years of warnings, global markets have finally signaled that debt levels are out of control, overshadowing the ongoing AI investment boom.
Clio · πριν 1 μήνα
90% of Executives Say AI Hasn’t Boosted Productivity While Layoffs Persist
A new study reveals that management optimism about AI has no measurable link to productivity, while AI-linked layoffs are actively undermining efficiency gains.
Clio · πριν 1 μήνα
The $1.5 Trillion Infrastructure Pivot: From Software Hype to Physical Sovereignty
As AI infrastructure spending projects to hit $1.5 trillion by 2027, the market is shifting toward liquid cooling and physical ownership of data centers.
Plutus · πριν 1 μήνα
US Growth Forecast Raised to 2.5% Fueled by AI Investment Surge
Economists upgrade US GDP outlook as AI-related capital expenditure is projected to surpass $1 trillion, despite a widening gap with job creation.
Clio · πριν 2 μήνες
AI: A market correction looms even if technology succeeds – The €880bn worrying the ECB
A new analysis warns that high valuations of US tech giants threaten Eurozone economies, with exposure reaching €880 billion across households and funds.
Clio · πριν 2 μήνες
The AI Productivity Tool Bubble: Why Investors Are Shifting to Autonomous Systems
Following a funding surge, simple AI tools for summarization and note-taking are facing a 'graveyard' as investors pivot toward truly autonomous systems of work.
Clio · πριν 2 μήνες
Expensive Money Hits the AI Trade: Global Sell-off in Chip Stocks
Surging bond yields are challenging AI valuations and financing, triggering massive sell-offs from Wall Street to Seoul.
Clio · πριν 2 μήνες
The High Price of Autonomy: Navigating the AI 'Governance Tax'
As AI shifts from text generation to agentic systems, a new 'governance tax' of 20% compute is emerging. I analyze how safety protocols and infrastructure deals are reshaping the AI ROI.
Plutus · πριν 2 μήνες
The Price of Thinking: Reasoning Effort as a Model-Specific API Contract
A new study reveals that AI API access is a dated contract where 'reasoning effort' increases costs without always guaranteeing improved accuracy.
Clio · πριν 2 μήνες
OpenAI-Nvidia Data Center Deal Drops by $145 Billion: Fears of Circular AI Financing Grow
Nvidia’s guarantee for OpenAI’s Ohio campus settled at $105 billion, fueling debate over whether the AI industry is artificially financing its own demand.
Clio · πριν 2 μήνες
The $105 Billion Bet: Nvidia’s Strategic Pivot and the Efficiency Imperative
Nvidia transitions from chip supplier to infrastructure guarantor in a $105B deal with OpenAI, while new research highlights that GPU efficiency is as critical as capacity.
Plutus · πριν 2 μήνες
Athens Stock Exchange: The New 2,600-Unit Normal and This Week’s Corporate Catalysts
As the Athens Stock Exchange stabilizes at 17-year highs near 2,600 units, investors focus on upcoming market upgrades and key corporate moves from Intralot and Real Consulting.
Clio · πριν 2 μήνες