#aibuildout — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #aibuildout, aggregated by home.social.
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Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #Economy #AIboom #aibuildout #Business #concern #Fed #forecast #gapen #Inflation #Iran #Memory #MorganStanley #possibility #price #risk #topuseconomist #UK #UnitedKingdom #us
https://www.newsbeep.com/uk/738744/ -
Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #AIboom #aibuildout #Business #concern #Fed #forecast #gapen #Inflation #iran #Memory #MorganStanley #possibility #price #risk #topuseconomist
https://www.newsbeep.com/us/814139/ -
Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #Economy #AIboom #aibuildout #AU #Australia #Business #Concern #Fed #forecast #gapen #inflation #Iran #memory #MorganStanley #possibility #price #risk #topuseconomist #us
https://www.newsbeep.com/au/855343/ -
Number of the Day: 1,650,000,000,000
This is the total value of debt Alphabet, Amazon, Meta, Microsoft, and Oracle are using accounting tricks to keep it off the books, and it is legal.
Here is how they do it - the company packages the debt for data center chips, servers, and power into a separate legal entity, often a joint venture, so the cost never appears on or flows through its own books/accounting.
Meta’s off-balance-sheet debt is about $420B, nearly triple its reported debt. Oracle’s off-blance-sheet debt has grown roughly thirtyfold in four years.
The companies insist future earnings will more than cover the bills when they become due. https://thenextweb.com/news/tech-giants-hidden-off-balance-sheet-debt-ai #AI #Debt #BalanceSheet #Accounting #Transparency #Investing #Meta #Oracle #OffBalanceSheet-Debt #AIDataCenters #AIBuildOut #JointVenture #Microsoft #Amazon
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AI clearly heading into the Trough of Disillusionment! (per Gartner's Hype Cycle)
This is a major warning flag for all Frontier LLM Vendors. Clients are now beginning to assess less expensive and open alternatives - can you say DeepSeek! https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-ceo-sam-altman-admits-ai-token-costs-are-becoming-a-huge-issue-company-seeks-improved-value-as-overspending-becomes-a-meme
"Chinese models are 10x to 30x cheaper than U.S. models. We’re already seeing evidence of this: Chinese models went from about 1% of developer usage in 2024 to more than 60% in May, and 80% of U.S. AI startups are now using Chinese open-source AI models." https://www.profgmedia.com/p/is-ai-more-expensive-than-the-employees #AI #AIAdoption #OpenAI #Altman #AITokens #DeepSeek #AIInvestment #AIBuildout #LLMs #Capital #Investment #StartUps #FrontierModels #ProfGMedia #Budgets #Gartner #HypeCycle
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“All four #hyperscalers are now borrowing hundreds of billions in bonds to keep the #AIbuildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build #infrastructure that nobody has proven will generate enough revenue to pay for itself.
And the cracks are already starting to show…”
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AI’s data center boom is turning construction into a robotics problem, and DEWALT just proved it
https://web.brid.gy/r/https://nerds.xyz/2026/01/ai-data-center-construction-robot/