The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
The recent restructuring of the power sector’s circular debt by the government is a necessary but not a sufficient step, an agreement aimed at addressing the trillion-rupee debt through a Rs1.225 ...
The argument goes most of the industry’s “circularity focus” to date has been about reusing network components like antennas or electronics, but most of the embodied CO₂ and “the greatest commercial ...
With current AI spending far outpacing end-product monetization, the increasing string of circular investments within the industry is raising concerns of a brewing systemic risk. AMD's recent ...
Two weeks ago, Nvidia Corp. agreed to invest as much as $100 billion in OpenAI to help the leading AI startup fund a data-center buildout so massive it could power a major city. OpenAI in turn ...
The Business Council of Australia says the Productivity Commission’s push to introduce a cash flow tax on Australia’s biggest companies could shrink the economy by half a per cent every year and would ...
The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...
“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...
Forbes contributors publish independent expert analyses and insights. The Department of Management at LSE. We live in a world of finite resources and face unprecedented environmental challenges. The ...
The devil’s in the details: Researchers assert circular fashion’s economic and environmental benefits have been grossly overstated, and more clarity and due diligence are critical. A new study reveals ...
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