The AI build-out faces a 'reset wall' of scheduled payment shocks hidden inside take-or-pay compute contracts, according to an analysis comparing the current AI boom to the 2008 subprime crisis. More …
Wall Street's $800 billion AI spending bubble could trigger a major reset in cryptocurrency markets due to their growing interconnection, according to the World Economic Forum and the IMF's 2026 Globa…
Asia's AI boom, driven by tangible chip demand from U.S. tech giants, is fundamentally different from the dot-com bubble, with TSMC and Samsung Electronics joining the trillion-dollar market cap club.…
Alphabet, Microsoft, Amazon, Meta, and Oracle are carrying an estimated $1.65 trillion in hidden debt from AI infrastructure spending, according to a Nikkei Asia analysis cited by Futurism. The off-ba…
A new analysis warns that the AI data center buildout mirrors the synthetic CDO market that triggered the 2008 financial crisis, with the same mortgage bonds referenced in CDOs over 36,000 times accor…
South Korea's semiconductor exports hit a record $37.16 billion in May 2026, up 169.4% year-over-year, driven by global AI chip demand, prompting the government to raise its 2026 GDP growth forecast t…
The International Monetary Fund cut its 2026 global growth forecast to 3%, citing the energy shock from the US-Israel war on Iran, though AI-driven demand partly offset the slowdown. The IMF warned of…
The IMF raised South Korea's 2026 GDP growth forecast by 0.7 percentage points to 2.6%, the largest upgrade among major economies, driven by semiconductor exports and AI hardware demand. Samsung Elect…
The International Monetary Fund raised its 2025 growth forecast for South Korea to 2.6%, the largest upgrade among 30 major economies, citing strong semiconductor and AI-related exports. The IMF's Jul…
The IMF's updated economic forecast reveals a widening global divide driven by an energy shock from Middle East conflict and a positive AI technology shock, with the US benefiting from AI investments …
The IMF, BIS, and Bank of England have warned that leveraged AI investments pose systemic financial risks beyond inflated valuations. Record margin debt and leveraged ETF growth have created condition…
An economist with no software engineering background built a Retrieval-Augmented Generation (RAG) research tool to help analysts quickly extract insights from dense financial and policy documents. The…
Snowflake has launched operations in Chile, citing the country's strong economy and startup ecosystem. The company will establish a local team to help organizations leverage its AI Data Cloud for data…
Employment for software engineers aged 22 to 25 has fallen roughly 20% since late 2022, according to Stanford analysis of 25 million payroll records, as AI tools and a broader recession squeeze entry-…
ECB President Christine Lagarde warned that artificial intelligence could trigger financial crises and called for global AI governance modeled on Cold War-era nuclear non-proliferation treaties. The E…
Agentic AI is transforming cross-border payments by enabling systems to autonomously plan, execute, and manage multi-step workflows—such as real-time treasury optimization and payment orchestration—wi…
Data centers are becoming the factories of the 21st century, consuming half of US electricity demand growth and driving $4-7 trillion in buildout through 2030. Hyperscalers are spending up to 57 cents…