Search

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)

The Stock Information published a Saturday review, stating that ETS2 will come into effect unchanged on January 1, 2028. The author noted that Iran announced the closure of the Strait of Hormuz, and another tanker was reported to be on fire with a cargo of 2 million barrels. According to the entry, eight vessels were hit in Hormuz within 48 hours. The author also quoted a warning from the Emir of Qatar about the need to prepare for the worst. Among other reports from the region, the Stock Information mentioned the largest decline in Iran's GDP in 40 years and the price of physical Brent crude oil at $111. The author reported that the International Monetary Fund warned about the possibility of an AI bubble bursting, and Congress members blocked the oil deal between Trump and Putin. The entry also reported on 300 strikes and demonstrations in France, as well as that 46% of French Muslims are considering leaving the country if Marine Le Pen wins the elections in 2027. The author noted that the AfD demanded the return of 1.2 million Syrian refugees. He also wrote that Germany and France abandoned climate neutrality for cars by 2035, which would mean the continued presence of combustion engine vehicles, and that there would be a significant increase in tobacco tax in Germany. The Stock Information reported that shares of chip-producing companies recorded their longest decline since 2008, and South Korea's KOSPI ended the week with a result of minus 14.5%, the worst since 2008. According to the entry, copper production in Peru fell by 5% year-on-year in August, and the launch of the iPhone Duo was postponed to January 25. The author wrote that the pope spoke from the hospital with Vladimir Putin, and Donald Trump fired his spokesperson after five days. He also quoted Trump, who, when asked about who started the war with Iran, stated that what matters to him is only its end. The entry attributed to Donald Tusk the words that Ukraine's collapse would mean a problem for everyone, and to Ursula von der Leyen — the announcement of the 22nd package of sanctions against Russia and an assessment that Ukraine is lacking 70 billion euros. The Stock Information also mentioned a possible shortage of Księżula pizza in Żabka stores. The author asked readers whether it makes sense to change the time twice a year, and on the occasion of World Excel Day joked that the Office suite is expensive because mistakes come at a cost. #świat #wiadomości #polityka (translated)

Investor doubts about chip development and artificial intelligence, amid a higher inflation environment, are negatively affecting the stocks of European and American companies in the sector, causing significant declines in their prices. #Inversores #Chips #InteligenciaArtificial (translated)

Maxim Röder wrote that a graphic shows why he was still carefree and fully invested in 2023 and 2024, but is now thinking more about it. He explained that the planned investments from Amazon, Google, Microsoft, Meta, and Oracle have reached historically unprecedented levels. As risks, Röder mentioned that annual investments of one trillion dollars required revenues from AI software amounting to hundreds of billions of dollars. Additionally, chips with cycles of three to six years could later burden operating margins due to depreciations. He questioned how much free cash flow would remain for stock buybacks when the funds were flowing into data centers and transformers. Röder wrote that no one knows how the developments will turn out. However, the risk today is significantly higher than in 2023, 2024, or 2025. #Investitionen #BigTech #Risiko (translated)

The Taiwanese chip giant TSMC has announced a record profit of 763.1 billion new Taiwan dollars for the third quarter of 2026, representing a 68.7% increase compared to last year, driven by strong global demand for AI hardware. #TSMC #IntelligenceArtificielle #BénéficeRecord (translated)

Now we understand exactly why Sorin Grindeanu ran away from any discussion with us two weeks ago; he invented a lot of excuses and never once thought about voting for the serious government that we proposed. Because he knew that a government would come in which he could put 11 PSD ministers in his own image and likeness. We must win the next elections so that such a government can never happen again in Romania," Mureșan wrote on Facebook. #SiegfriedMureșan #PSD #AlegeriParlamentare (translated)

The stock markets are caught between the euphoria surrounding artificial intelligence and concerns about inflation, with the DAX starting trading today with a decline due to weak indicators and rising US inflation expectations, while the chip industry is benefiting from high demand for AI chips. #Berichtssaison #Chipbranche #USInflation (translated)

The Political Analysis stated that Sóstenes, leader of the PL, said that Flávio Bolsonaro would try to approve a PEC that would allow a 7x0 scale and would not foresee a minimum wage. According to the publication, Sóstenes declared that the proposal would not follow the CLT and that remuneration would be calculated by hours worked. The publication assessed that, in practice, the measure would represent the end of labor rights and attributed the information to G1. #DireitosTrabalhistas #PEC #Trabalho (translated)