Apollo Economist Questions Hyperscaler Cash Flow Outlook Amid Chinese AI Model Rise and Token Price Declines
Stay ahead of the markets with The Daily Spark at Apollo. Get exclusive, daily data-driven analysis on the US economy, inflation, and capital markets from Apollo Chief Economist Torsten Slok.
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Apollo economist warns AI productivity gains remain limited to tech sector, risking market repricing
Apollo Chief Economist Torsten Slok warns there’s reason to be concerned about AI being unable to yet generate returns on investment.
fortune.com·3d agoApollo economist warns AI productivity gains remain limited to tech sector, risking market repricing
Apollo Chief Economist Torsten Slok warns there’s reason to be concerned about AI being unable to yet generate returns on investment.
FORTUNE·3d ago
SpaceX Post-IPO Analysis: AI Compute Infrastructure, Token Factory Economics, and Market Dynamics
Baker’s SpaceX near-term thesis rests on two variables: how fast xAI adds Colossus gigawatts at $50B per gigawatt (2-3x neocloud pricing), a
podcastalpha.substack.com·18d ago
AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says
In a note dated Monday, the brokerage said hyperscalers could benefit from a rotation away from semiconductor stocks as the AI cycle shift
Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price
Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are
Tech valuations are back to pre-AI boom levels
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AI Server Rental Costs Drop, Token Spending Stabilizes as Japan Unveils New Orchestration AI Model
It seems we are getting closer to a clearer answer to the "trillion dollar question"...
zerohedge.com·17d ago
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