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China’s AI development could speed up AI adoption The launch of three new Chinese generative artificial intelligence models sent shockwaves through the tech sector. The share price of a basket of AI-related stocks in the US dropped 10% in the first two days of this week. The development highlights the sheer amount of capital that’s been invested in AI by US technology giants so far, as well as the investment that will...
Why the Indian economy is ‘buzzing with energy and optimism’ Even as tariffs and other shocks are expected to rattle the global economy in 2025, India will likely remain insulated. Thanks to a strong push in manufacturing and infrastructure, the Indian economy is “buzzing with energy and optimism,” says James Reynolds of Goldman Sachs Asset Management. “With domestic consumption accounting for 70% of its GDP, India has historically...
Is nuclear energy the answer to AI data centers’ power consumption? Nuclear power will be a key part of a suite of new energy infrastructure built to meet surging data-center power demand driven by artificial intelligence. But nuclear can’t meet all of the increased data-center power needs. Natural gas, renewables, and battery technology will also have a role to play, according to Goldman Sachs Research. Several big tech companies looking...