BCA Research estimates that companies may need to generate as much as $10 trillion in combined annual revenue to justify the costly buildout of AI data centers, according to chief global strategist Pe…
Dhaval Joshi, former Chief Strategist for the Counterpoint strategy at BCA Research, warned on LinkedIn on August 3 that AI is not a single bubble but a rolling sequence of bubbles, where capital flee…
Dhaval Joshi, former chief strategist for Counterpoint at BCA Research, argues that AI is not a single bubble but a 'rolling sequence of bubbles' across sectors, with software, silver, and semiconduct…
A record 82% of fund managers call AI the most crowded trade, according to Bank of America's latest survey, yet investor conviction on both sides of the AI debate has never been higher. The Magnificen…
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by 20% starting in July, the second increase in six months, citing supply and demand for Nvidia GPUs amid a memory crunch. The hike aff…
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by roughly 20% starting in July, following a 15% increase in January, citing supply and demand dynamics. The hikes reflect memory chip …
Economists and journalists warn that AI could cause a 'China Shock' for white-collar workers, but a closer analysis of the original China Shock's details suggests the AI disruption may be less severe.…