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Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
How AI Could Help - or Threaten - the Fed's Interest-rate Moves
In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays predicts 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 expenditures than expected to meet all needs.
Who will benefit from the next wave of investment in ai? Goldman Sachs recommends these types of stocks...
①In the next wave of investment trends, analysts at Goldman Sachs recommend 'platform' stocks such as Microsoft and Datadog. ②Analysts recommend stocks that will directly apply artificial intelligence and allow for wider adoption.
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