Social media refers to digital platforms and applications for the creation, sharing, and exchange of user-generated content, ideas, and information. These platforms connect people, enabling them to interact, communicate, and build online communities. Popular social media sites include Facebook, X (Twitter), Instagram, LinkedIn, and TikTok, among others. Social media companies leverage their large user bases for potential advertising revenue, data-driven analytics, global marketing reach, and their role in driving digital innovation and social transformation.
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Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
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Express News | OpenAI Announced the Research Preview of GPT-4.5, A Large Language Model, Available Initially to Software Developers and ChatGPT Pro Subscribers
Is Meta trying its best to be the "leader" in AI? An independent AI application may be released in Q2.
① Meta plans to release a separate Meta AI App in the second quarter to compete with OpenAI's ChatGPT in the AI field. ② The Meta AI chatbot was launched in September 2023 and has replaced the search function of applications like Facebook and Instagram.
The competitive AI leader Meta has decided to make Meta AI an independent app to increase traffic.
The Meta AI standalone application is expected to be launched in the second quarter, and Meta also plans to test a paid subscription service for Meta AI, similar to the monthly payment model offered by OpenAI and Microsoft for the ChatGPT and Copilot chatbots.
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Report: Meta plans to raise 35 billion dollars to strengthen Datacenter Infrastructure, with Apollo leading the investment.
Media reports indicate that Apollo Global Management is negotiating with Meta to lead a financing of about 35 billion USD for building a Datacenter in the USA. Meta announced plans to invest 65 billion USD this year, focusing on AI projects, Datacenter construction, and chip procurement, aiming to activate 1 gigawatt of computing power by 2025.
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