#EnergySupply #Semiconductor #AIIndustry
www.businessinsider.com
Oil's price spike is bad news for power-hungry AI
Qatar's LNG shutdown is also tightening helium supply, which is critical to chipmaking.
Oil's sharp rally amid the Iran war has injected fresh volatility into semiconductor stocks and raised new questions about the cost and pace of the AI boom.
#AIIndustry #DataCenters #TechAnalysis
www.newsweek.com
AI skeptic Ed Zitron says Industry is scamming us into poverty
Ed Zitron has done the math on the AI industry. He does not like what he found.
Zitron, a tech analyst and writer behind the popular newsletter Where's Your Ed At and podcast Better Offline, returned to Newsweek's The 1600 podcast for a second appearance with host Carlo Versano, after his first visit became the show's most-watched episode.
B
#MetalsMarket #ChipShortage #AIIndustry
www.bloomberg.com
Industrial Metals Decline in Thin Lunar New Year Holiday Trading
Copper and aluminum edged lower as rising stockpiles of the red metal and tariff uncertainty weighed on sentiment, with many Asian traders away from their desks for the Lunar New Year break.
