investment
Everything on Ground Truth tagged “investment” — 3 items.
Amazon booked a $53.4 billion gain on Anthropic, and none of it is revenue News
Amazon's second-quarter net income more than tripled to $62.6 billion, and $53.4 billion of that is a non-operating paper gain from revaluing its stake in Anthropic rather than money any customer paid.
Masayoshi Son Says the AI Economy Will Need $5 Trillion a Year by 2040 News
SoftBank's Masayoshi Son told his SoftBank World keynote that by 2040 AI will absorb about 20 percent of global GDP and require roughly $5 trillion a year in infrastructure investment, calling anyone who thinks AI is a bubble foolish.
The world's central-bank watchdog warns an AI bust could spill into the wider economy News
The BIS cautions that if the AI funding boom unwinds, the damage may not stay contained to tech -- it could ripple into growth and credit.