Global Investing

Global Investing

AI bubble: Big tech hyperscalers have a serious chip inflation problem
Global Investing

AI bubble: Big tech hyperscalers have a serious chip inflation problem

By
Bloomberg
6 min read
Rising AI infrastructure costs and chip shortages are driving up prices across the tech economy and beyond
SA enemy M23 wants to sell DRC's critical minerals to Donald Trump
Global Investing

SA enemy M23 wants to sell DRC's critical minerals to Donald Trump

By
The Economist
7 min read
The pitch by M23, exclusively revealed to The Economist, belies the rebels’ weaknesses
Either Berkshire Hathaway or Softbank will survive. Not both.
Global Investing

Either Berkshire Hathaway or Softbank will survive. Not both.

By
The Economist
5 min read
The two represent competing visions of the future
Onto the next big thing.
Global Investing

Shuli Ren: OpenAI is so yesterday — Even for SoftBank

By
Bloomberg
3 min read
AI hype shifts to chips and liquidity as Son eyes a new pivot with Roze
Nouriel Roubini on BizNews: Four scenarios for the Iran War
Global Investing

Nouriel Roubini on BizNews: Four scenarios for the Iran War

By
Editor BizNews
5 min read
Ceasefire tensions and oil shocks raise fears of global recession
BN portfolio: Meta's silver bullet - AI agent for billions
Global Investing

BN portfolio: Meta's silver bullet - AI agent for billions

By
The Financial Times
4 min read
Social media platform invests in equivalent to OpenClaw that aims to seamlessly carry out everyday tasks for users
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