Experimental News Clipping Site

Tag: economic landscape

  • Simon Willison’s Weblog: Quoting Paul Kedrosky

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Jul/19/paul-kedrosky/ Source: Simon Willison’s Weblog Title: Quoting Paul Kedrosky Feedly Summary: One analyst recently speculated (via Ed Conard) that, based on Nvidia’s latest datacenter sales figures, AI capex may be ~2% of US GDP in 2025, given a standard multiplier. […] Capital expenditures on AI data centers is likely around 20% of the…

  • The Register: Tech titans: Wanna secure US AI leadership? Stop giving the world excuses to buy Chinese

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/05/09/tech_titans_wanna_secure_us/ Source: The Register Title: Tech titans: Wanna secure US AI leadership? Stop giving the world excuses to buy Chinese Feedly Summary: Execs from AMD, Microsoft, and OpenAI tear into profit busting AI diffusion rules Execs from several top US tech companies, including Microsoft, AMD, and OpenAI, slammed the Biden administration’s export rules…

  • The Register: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/04/09/microsoft_puts_more_datacenter_builds/ Source: The Register Title: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty Feedly Summary: Committed $80B capex for DCs as recently as January. We wonder what changed? Microsoft has called a halt to construction of three datacenter campuses in central Ohio, in a sign the tech giant is having…

  • Simon Willison’s Weblog: Gemini 2.5 Pro Preview pricing

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Apr/4/gemini-25-pro-pricing/ Source: Simon Willison’s Weblog Title: Gemini 2.5 Pro Preview pricing Feedly Summary: Gemini 2.5 Pro Preview pricing Google’s Gemini 2.5 Pro is currently the top model on LM Arena and, from my own testing, a superb model for OCR, audio transcription and long-context coding. You can now pay for it! The new…

  • New York Times – Artificial Intelligence : CoreWeave Scales Back Ambition for Its I.P.O.

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/03/27/technology/coreweave-scales-back-ambitions-for-its-ipo.html Source: New York Times – Artificial Intelligence Title: CoreWeave Scales Back Ambition for Its I.P.O. Feedly Summary: The company, which originally expected its shares to be priced between $47 and $55, will ask for $40 a share in a sign of stock market uncertainty. AI Summary and Description: Yes Summary: The text…

  • Hacker News: Most AI value will come from broad automation, not from R&D

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    Kurt Seifried
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    Source URL: https://epoch.ai/gradient-updates/most-ai-value-will-come-from-broad-automation-not-from-r-d Source: Hacker News Title: Most AI value will come from broad automation, not from R&D Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a critique of the prevailing belief that AI’s primary economic impact will stem from its automation of research and development (R&D). Instead, it argues that…

  • Slashdot: The US Cities Whose Workers Are Most Exposed to AI

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    Kurt Seifried
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    Source URL: https://news.slashdot.org/story/25/03/03/2011256/the-us-cities-whose-workers-are-most-exposed-to-ai?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: The US Cities Whose Workers Are Most Exposed to AI Feedly Summary: AI Summary and Description: Yes Summary: The analysis highlights the potential impact of generative AI on the workforce, particularly in high-skill metropolitan areas, revealing that cities with economies focused on white-collar jobs face greater exposure to automation…

  • Hacker News: The impact of competition and DeepSeek on Nvidia

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    Kurt Seifried
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    Source URL: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Source: Hacker News Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive assessment of the current state and future outlook of Nvidia in the AI hardware market, emphasizing their significant market position and potential vulnerabilities from emerging competition…

  • Slashdot: Ministers Mull Allowing Private Firms to Make Profit From NHS Data In AI Push

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    Kurt Seifried
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    Source URL: https://yro.slashdot.org/story/25/01/13/2146259/ministers-mull-allowing-private-firms-to-make-profit-from-nhs-data-in-ai-push?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Ministers Mull Allowing Private Firms to Make Profit From NHS Data In AI Push Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the UK government’s consideration of allowing private companies to profit from anonymized NHS data in order to leverage AI for medical advancements. While the…

  • The Register: Amazon splashes $11B on AI datacenters in Georgia

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/08/amazons_latest_investment_is_11b/ Source: The Register Title: Amazon splashes $11B on AI datacenters in Georgia Feedly Summary: The Peach State is already home to more than 50 bit barns Amazon’s datacenter footprint in the US state of Georgia is set to swell, with an $11 billion investment proposed.… AI Summary and Description: Yes Summary: Amazon’s…