In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.

Deutsche Bank is warning that AI spending won't "remain parabolic," or continue to increase exponentially, a dire warning for ...

Deutsche Bank strategists recently published a chart that helps underscore just how critical the artificial-intelligence boom ...

Financial services giant Deutsche Bank flags potential US$800bn mismatch between AI revenue projections and required infrastructure investment costs ...

Fortune reports that a note written by George Saravelos of Deutsche Bank warned that spending in the AI sector is “parabolic.” In fact, it is so vast, the researcher said, that it might ...

Nearly one in five Gen Z workers is deeply worried artificial intelligence (AI) will put them out of work within the next two ...

The bank said Tesla's AI-related projects could strengthen its competitive position and create new revenue streams beyond its ...

TLDR Without tech-driven capex, US real GDP growth is near zero in 2024–2025. AI infrastructure spending reached $368B globally by mid-2025. AI sector may face an $800B annual revenue gap by 2030.

AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...

Deutsche Bank called it “the summer AI turned ugly.” For weeks, with every new bit of evidence that corporations were failing ...

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa ...

Deutsche Bank AG announced a significant increase in investment pledges for its 'Made for Germany' initiative, bringing the ...