The author described the situation as a case of war profiteering affecting the country itself. They said the lessons being drawn from similar behaviour in other countries, including close US allies, were predictable and suggested it would likely shape perceptions of the entire US defence industry. #Guerre #IndustrieDeLaDéfense #Profitabilité #US
NIC NEVIM stated that the market is beginning to sober up from expectations related to the construction of data centers and the purchase of expensive chips and memory. According to him, the demand for capital is extraordinarily high, while the available money is running out. At OpenAI, he mentioned annualized revenues of $50 billion, but also stated that the company is still losing money due to high model training costs. He believes that the growth in revenues at this stage does not indicate long-term profitability. According to him, companies and individuals are now experimenting with AI and spending on tokens, but often do not yet see corresponding economic returns. If this does not change quickly, he believes it will be difficult to justify further extensive investments in infrastructure. He added that the costs must eventually be paid by someone, and end consumers do not currently have enough money for that. #ekonomika #uměláinteligence #datacentra (translated)
Stellantis a annoncé un bénéfice net de 293 millions d'euros au deuxième trimestre, marquant un retour à la profitabilité par rapport à une perte de 1,9 milliard d'euros l'année précédente, avec un chiffre d'affaires de 43,5 milliards d'euros, en hausse de 13 % sur un an. #Stellantis #VentesAutomobiles #BénéficeNet
La SNCF a enregistré un bénéfice record de 1,2 milliard d'euros au premier semestre 2026, malgré des conditions difficiles telles que la concurrence accrue, les tempêtes hivernales et les canicules, grâce à un trafic en hausse dans ses TGV et une progression générale de ses activités, même si des événements climatiques ont entraîné une perte de 100 millions d'euros de revenus. #SNCF #TGV #profitabilité
