AI boom lifts Swiss suppliers
1h
AI data centers are drawing scrutiny in U.S. election debates and financial markets, while Swiss technology suppliers stand to benefit from the infrastructure boom.
Reposted by David Darmofal
"My entire community is going to break rank. We've had enough."
"My entire community is going to break rank. We've had enough."
Reposted by Peter Holmes, Albert Weale
“Investors are losing confidence that revenues from AI boom will be sufficient to support the vast debt piles financing data centres, pushing bonds backing some of the largest US infrastructure projects into increasingly stressed territory.”
www.ft.com/content/678b...
“Investors are losing confidence that revenues from AI boom will be sufficient to support the vast debt piles financing data centres, pushing bonds backing some of the largest US infrastructure projects into increasingly stressed territory.”
www.ft.com/content/678b...
by Grady Booch
firstmonday.org/ojs/index.ph...
Reposted by Fabián Muniesa
by Ian Bremmer
the future increasingly looks like a world where china leads in ai models, the united states leads in semiconductors. messy…
the future increasingly looks like a world where china leads in ai models, the united states leads in semiconductors. messy…
#economy #markets #bonds #DataCentres
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#economy #markets #bonds #DataCentres
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