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Tag: investment strategies

  • New York Times – Artificial Intelligence : Are A.I. Data Centers a Sure Thing or the Next Real Estate Bubble?

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/06/02/business/ai-data-centers-private-equity.html Source: New York Times – Artificial Intelligence Title: Are A.I. Data Centers a Sure Thing or the Next Real Estate Bubble? Feedly Summary: Private equity firms like Blackstone are using their clients’ money to buy and build data centers to fuel the artificial intelligence boom. AI Summary and Description: Yes Summary: The…

  • Wired: The Middle East Has Entered the AI Group Chat

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    Kurt Seifried
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    Source URL: https://www.wired.com/story/trump-middle-east-artificial-intelligence-investments/ Source: Wired Title: The Middle East Has Entered the AI Group Chat Feedly Summary: The UAE and Saudi Arabia are investing billions in US AI infrastructure. The deals could help the US in the AI race against China. AI Summary and Description: Yes Summary: The text discusses significant investments by the UAE…

  • The Register: AI infrastructure investment may be $8T shot in the dark

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/05/01/ai_dc_investment_gamble/ Source: The Register Title: AI infrastructure investment may be $8T shot in the dark Feedly Summary: McKinsey warns datacenter binge could overshoot actual demand as execs scramble to keep up with hype A report from consultancy McKinsey & Company highlights the widespread unease over AI, pointing to the bewildering sums being invested…

  • Slashdot: Microsoft Pulls Back on Data Centers From Chicago To Jakarta

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/04/03/144259/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft Pulls Back on Data Centers From Chicago To Jakarta Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is reassessing its global data center initiatives, delaying or halting projects significant for AI and cloud infrastructure. This could indicate either a decrease in expected demand for AI services or…

  • The Register: CoreWeave cools its jets, downsizing IPO as investor heat fades

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/03/28/coreweave_downsizes_ipo/ Source: The Register Title: CoreWeave cools its jets, downsizing IPO as investor heat fades Feedly Summary: That stands for I Probably Overestimated? CoreWeave has pared back the scope of its initial public offering amid growing investor uncertainty in an overheating AI marketplace and risks posed by the GPU cloud specialist’s exposure to…

  • The Register: Alibaba exec warns of overheating AI infrastructure market

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/03/25/alibaba_ai_infrastructure/ Source: The Register Title: Alibaba exec warns of overheating AI infrastructure market Feedly Summary: Joe Tsai says speculative datacenter builds could exceed actual demand Alibaba is warning of a datacenter spending “bubble" amid the rush to build infrastructure in anticipation of an AI feeding frenzy.… AI Summary and Description: Yes Summary: Alibaba’s…

  • Hacker News: Bitter Lesson is about AI agents

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    Kurt Seifried
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    Source URL: https://ankitmaloo.com/bitter-lesson/ Source: Hacker News Title: Bitter Lesson is about AI agents Feedly Summary: Comments AI Summary and Description: Yes Summary: The text presents a compelling exploration of the evolving landscape of AI development, emphasizing the importance of computational power over intricate rule-based systems. It highlights the transition from traditional decision trees to more…

  • 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…

  • Hacker News: The Model Is the Product

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    Kurt Seifried
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    Source URL: https://vintagedata.org/blog/posts/model-is-the-product Source: Hacker News Title: The Model Is the Product Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the evolution of AI models, particularly emphasizing the shift towards viewing the model itself as the product rather than merely an application. This perspective is vital for AI professionals, as it…

  • The Register: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/03/14/ai_datacenter_frenzy/ Source: The Register Title: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop Feedly Summary: Billions continue to pour into bit barns across the globe Fears that AI may be a bubble about to burst have yet to dent datacenter investment, with a handful of new developments…