Deutsche Bank is warning that AI spending won't "remain parabolic," or continue to increase exponentially, a dire warning for ...
In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.
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 ...
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 ...
Nearly one in five Gen Z workers is deeply worried artificial intelligence (AI) will put them out of work within the next two ...
Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa ...
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 ...
Following the popular session on building tomorrow’s bank at Sibos 2024, McKinsey’s Megha Kansal moderated a follow-up session on the year’s developments in Frankfurt.