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... 6:14
AI Needs More Power, Cerebras CEO Says

Bloomberg Technology

1+ months ago 1K views

Concerns about an electricity state of emergency arise due to underinvestment in infrastructure, particularly in power for data centers. Despite advancements in energy efficiency, high power demand persists, driving costs significantly. The company is meeting growing demand through innovative chip design, allowing for reduced energy use while supporting major clients. Strategic partnerships aid in tackling infrastructure challenges, but regulatory uncertainties may limit sales in various markets. The focus remains on technological innovation to mitigate costs and enhance service delivery as the industry gears up for expansion amidst these constraints.
02:09 - 02:16

High demand for low power inference models is experienced amid energy challenges.

Cerebras AI hardware Tech & Hardware
... 18:39
Blackstone's Gray on the Investment Boom Around AI

Bloomberg Television

1+ months ago 8K views

The focus revolves around investment strategies amidst market volatility, with a particular emphasis on sectors like digital infrastructure, power, energy, and real estate. Insights highlight the importance of patience as tariff diplomacy unfolds and the value in identifying businesses currently on sale due to market fluctuations. The discussion extends to the slow IPO environment and the potential recovery in M&A activity over the coming years, driven by improving credit conditions and an overall healthy economy. Additionally, the significance of AI technology in enhancing operational efficiency and impacting various sectors is emphasized.
Blackstone Big Data Analytics Finance
... 32:53
India’s AI Revolution: Can We Lead the World? | Govindraj Ethiraj With Noshir Kaka | The Core Report

The Core

1+ months ago 3K views

The stock markets in India continue to struggle in finding a bottom, with significant resistance levels not indicating a turn around yet. The Reserve Bank of India has reduced risk weightages for banks to stimulate retail demand. BP is planning to increase its oil and gas investment to $10 billion annually amid a shift back to fossil fuel focus. Tesla faces declining sales in Europe, highlighting skepticism about its growth. Furthermore, there is a discussion on the implications of AI in Indian enterprises, identifying opportunities and challenges in harnessing this technology effectively.
19:21 - 19:29

Insights on AI's evolution and its potential in transforming consulting and IT sectors.

AI Trends
... 4:9
‘AI-Assisted Teachers, Doctors, Farmers’: Mukesh Ambani Announces ₹50,000 Cr Investment in Assam

Mint

1+ months ago 3K views

Reliance aims to significantly boost its investment in Assam, increasing it to over 50,000 crores in the next five years. The focus is on making Assam tech-ready and AI-ready, establishing high-performance computing infrastructure and an AI-ready data center. This initiative will provide AI support for education, healthcare, and agriculture, and empower Assam’s youth. Additionally, Reliance plans to enhance clean energy initiatives, food production, retail presence, and hospitality, creating extensive employment opportunities in the region.
Reliance Industries Machine Learning Education
... 6:42
Three stock picks to own for AI data centre explosion

BNN Bloomberg

1+ months ago 1K views

The conversation focuses on the AI-driven tech stock sector, highlighting the bullish outlook despite concerns about rich valuations. Adam Johnson presents three attractive stocks tied to AI data centers, particularly emphasizing Supermicro, which trades at 12 times earnings with significant growth potential. He addresses concerns about regulatory challenges faced by Supermicro and the positive resolution of prior incidences with Hindenburg Research. Johnson also mentions Sterling Infrastructure and GE Vernova, both pivotal in the expanding data center landscape, emphasizing the importance of infrastructure to support AI's growth trajectory.
AI cloud services Finance
... 8:19
Buffett’s Record Cash Pile | Bro Code-Maker's Big Bet | India's Agentic AI | Top 5 News

Mint

1+ months ago 1K views

Indo Beverages aims to double its revenue to 700 crore rupees by FY 26, focusing on innovative products like herbal liquor Bonga Bonga and upcoming whiskey launches. Berkshire Hathaway has reached record cash reserves while Warren Buffett remains cautious about market valuations, focusing on equity investing. Indian venture capitalists are channeling funds into agentic AI, which operates with minimal human input, leading to predictions of significant market growth. Furthermore, Indian Bank's CEO is shifting focus to micro small and medium enterprises, while Gentari is investing in green hydrogen technologies to support India's clean energy transition.
Big Data Analytics Finance
... 8:19
Buffett’s Record Cash Pile | Bro Code-Maker's Big Bet | India's Agentic AI | Top 5 News

Mint

1+ months ago 1K views

Indo Beverages aims to double its revenue to 700 crore rupees by FY 26, focusing on innovative products like herbal liquor Bonga Bonga and upcoming whiskey launches. Berkshire Hathaway has reached record cash reserves while Warren Buffett remains cautious about market valuations, focusing on equity investing. Indian venture capitalists are channeling funds into agentic AI, which operates with minimal human input, leading to predictions of significant market growth. Furthermore, Indian Bank's CEO is shifting focus to micro small and medium enterprises, while Gentari is investing in green hydrogen technologies to support India's clean energy transition.
Big Data Analytics Finance