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#aiboom — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #aiboom, aggregated by home.social.

  1. “The developers of large language models such as #OpenAI and #Anthropic are preparing for blockbuster initial public offerings later this year to benefit from investor optimism about their #growth.

    Meanwhile, the hyperscalers #Microsoft, #Alphabet, #Amazon, #Meta and #Oracle plan to invest hundreds of billions in the next five years in data centres to provide the #computing power to run these models. And this is where the #maths of the #AIBoom becomes challenging.

    For each of these #hyperscalers, I collected the consensus estimates of analysts for the capital #expenditures and revenues between 2025 and 2030.

    In these five years, capital #investments are expected to rise by 20 per cent a year, a growth rate never seen before in this industry. Meanwhile, #revenues are expected to grow 15 per cent annually” — Joachim Klement

    #IPO / #AI / #LLM / #market <archive.md/I1SLq> / (paywall) <ft.com/content/32bf8935-8d21-4>

  2. “The developers of large language models such as #OpenAI and #Anthropic are preparing for blockbuster initial public offerings later this year to benefit from investor optimism about their #growth.

    Meanwhile, the hyperscalers #Microsoft, #Alphabet, #Amazon, #Meta and #Oracle plan to invest hundreds of billions in the next five years in data centres to provide the #computing power to run these models. And this is where the #maths of the #AIBoom becomes challenging.

    For each of these #hyperscalers, I collected the consensus estimates of analysts for the capital #expenditures and revenues between 2025 and 2030.

    In these five years, capital #investments are expected to rise by 20 per cent a year, a growth rate never seen before in this industry. Meanwhile, #revenues are expected to grow 15 per cent annually” — Joachim Klement

    #IPO / #AI / #LLM / #market <archive.md/I1SLq> / (paywall) <ft.com/content/32bf8935-8d21-4>

  3. “The developers of large language models such as #OpenAI and #Anthropic are preparing for blockbuster initial public offerings later this year to benefit from investor optimism about their #growth.

    Meanwhile, the hyperscalers #Microsoft, #Alphabet, #Amazon, #Meta and #Oracle plan to invest hundreds of billions in the next five years in data centres to provide the #computing power to run these models. And this is where the #maths of the #AIBoom becomes challenging.

    For each of these #hyperscalers, I collected the consensus estimates of analysts for the capital #expenditures and revenues between 2025 and 2030.

    In these five years, capital #investments are expected to rise by 20 per cent a year, a growth rate never seen before in this industry. Meanwhile, #revenues are expected to grow 15 per cent annually” — Joachim Klement

    #IPO / #AI / #LLM / #market <archive.md/I1SLq> / (paywall) <ft.com/content/32bf8935-8d21-4>

  4. “The developers of large language models such as #OpenAI and #Anthropic are preparing for blockbuster initial public offerings later this year to benefit from investor optimism about their #growth.

    Meanwhile, the hyperscalers #Microsoft, #Alphabet, #Amazon, #Meta and #Oracle plan to invest hundreds of billions in the next five years in data centres to provide the #computing power to run these models. And this is where the #maths of the #AIBoom becomes challenging.

    For each of these #hyperscalers, I collected the consensus estimates of analysts for the capital #expenditures and revenues between 2025 and 2030.

    In these five years, capital #investments are expected to rise by 20 per cent a year, a growth rate never seen before in this industry. Meanwhile, #revenues are expected to grow 15 per cent annually” — Joachim Klement

    #IPO / #AI / #LLM / #market <archive.md/I1SLq> / (paywall) <ft.com/content/32bf8935-8d21-4>

  5. “The developers of large language models such as #OpenAI and #Anthropic are preparing for blockbuster initial public offerings later this year to benefit from investor optimism about their #growth.

    Meanwhile, the hyperscalers #Microsoft, #Alphabet, #Amazon, #Meta and #Oracle plan to invest hundreds of billions in the next five years in data centres to provide the #computing power to run these models. And this is where the #maths of the #AIBoom becomes challenging.

    For each of these #hyperscalers, I collected the consensus estimates of analysts for the capital #expenditures and revenues between 2025 and 2030.

    In these five years, capital #investments are expected to rise by 20 per cent a year, a growth rate never seen before in this industry. Meanwhile, #revenues are expected to grow 15 per cent annually” — Joachim Klement

    #IPO / #AI / #LLM / #market <archive.md/I1SLq> / (paywall) <ft.com/content/32bf8935-8d21-4>

  6. Europe lacks everything needed to make its stock market a winner

    The equity story that powered European stocks has unraveled as investors seek shelter from a global energy shock…
    #Europe #EU #aiboom #ArtificialIntelligence #BankofAmerica #europestockmarket #GoldmanSachs #MiddleEast #STOXXEurope600 #US
    europesays.com/europe/44409/

  7. ... Electric Company Says It’s Cutting Off an Entire Town So It Can Sell All Its Power to Data Centers futurism.com/science-energy/to

  8. ... Electric Company Says It’s Cutting Off an Entire Town So It Can Sell All Its Power to Data Centers futurism.com/science-energy/to #NV #Nevada #DataCenters #AIboom

  9. ... Electric Company Says It’s Cutting Off an Entire Town So It Can Sell All Its Power to Data Centers futurism.com/science-energy/to #NV #Nevada #DataCenters #AIboom

  10. ... Electric Company Says It’s Cutting Off an Entire Town So It Can Sell All Its Power to Data Centers futurism.com/science-energy/to #NV #Nevada #DataCenters #AIboom

  11. ... Electric Company Says It’s Cutting Off an Entire Town So It Can Sell All Its Power to Data Centers futurism.com/science-energy/to #NV #Nevada #DataCenters #AIboom

  12. Asian Tech Stocks Ascend on AI Wave, JPMorgan Forecasts Significant Upside

    JPMorgan forecasts 20% rise for Taiwan stocks and 25% for South Korea's Kospi due to AI. India lags behind.

    #AsianStocks, #AIBoom, #JPMorgan, #TaiwanStocks, #SouthKorea

    newsletter.tf/asian-tech-stock

  13. Asian tech stocks in Taiwan and South Korea could rise over 20% thanks to the AI boom, according to JPMorgan. This is much higher than other markets.

    #AsianStocks, #AIBoom, #JPMorgan, #TaiwanStocks, #SouthKorea
    newsletter.tf/asian-tech-stock

  14. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  15. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  16. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  17. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  18. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  19. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  20. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  21. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  22. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  23. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  24. What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ youtu.be/1IixIk_o6Yc

    In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.

    #BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  25. What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ youtu.be/1IixIk_o6Yc

    In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.

    #BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  26. What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ youtu.be/1IixIk_o6Yc

    In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.

    #BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  27. What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ youtu.be/1IixIk_o6Yc

    In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.

    #BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  28. What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ youtu.be/1IixIk_o6Yc

    In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.

    #BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  29. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  30. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  31. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  32. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  33. GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ youtu.be/1IixIk_o6Yc

    🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.

    #BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot

  34. 🚨 Schock für Raspberry Pi Fans: Der KI-Boom treibt die RAM-Preise in die Höhe! 📈 Euer nächster RPi 5 könnte deutlich teurer werden. Wir haben die Hintergründe analysiert und zeigen euch 3 geniale Alternativen (Spoiler: Mini-PCs sind aktuell unschlagbar!).

    Hier geht's zum Artikel: raspberry.tips/raspberrypi-tut

    #RaspberryPi #TechNews #AIBoom #HomeServer #MiniPC #Maker #Selfhosted

  35. 🚨 Schock für Raspberry Pi Fans: Der KI-Boom treibt die RAM-Preise in die Höhe! 📈 Euer nächster RPi 5 könnte deutlich teurer werden. Wir haben die Hintergründe analysiert und zeigen euch 3 geniale Alternativen (Spoiler: Mini-PCs sind aktuell unschlagbar!).

    Hier geht's zum Artikel: raspberry.tips/raspberrypi-tut

    #RaspberryPi #TechNews #AIBoom #HomeServer #MiniPC #Maker #Selfhosted

  36. 🚨 Schock für Raspberry Pi Fans: Der KI-Boom treibt die RAM-Preise in die Höhe! 📈 Euer nächster RPi 5 könnte deutlich teurer werden. Wir haben die Hintergründe analysiert und zeigen euch 3 geniale Alternativen (Spoiler: Mini-PCs sind aktuell unschlagbar!).

    Hier geht's zum Artikel: raspberry.tips/raspberrypi-tut

    #RaspberryPi #TechNews #AIBoom #HomeServer #MiniPC #Maker #Selfhosted

  37. 🚨 Schock für Raspberry Pi Fans: Der KI-Boom treibt die RAM-Preise in die Höhe! 📈 Euer nächster RPi 5 könnte deutlich teurer werden. Wir haben die Hintergründe analysiert und zeigen euch 3 geniale Alternativen (Spoiler: Mini-PCs sind aktuell unschlagbar!).

    Hier geht's zum Artikel: raspberry.tips/raspberrypi-tut

    #RaspberryPi #TechNews #AIBoom #HomeServer #MiniPC #Maker #Selfhosted

  38. 🚨 Schock für Raspberry Pi Fans: Der KI-Boom treibt die RAM-Preise in die Höhe! 📈 Euer nächster RPi 5 könnte deutlich teurer werden. Wir haben die Hintergründe analysiert und zeigen euch 3 geniale Alternativen (Spoiler: Mini-PCs sind aktuell unschlagbar!).

    Hier geht's zum Artikel: raspberry.tips/raspberrypi-tut

    #RaspberryPi #TechNews #AIBoom #HomeServer #MiniPC #Maker #Selfhosted