"Yes, the information technology boom was most certainly one. That era, when Cisco Systems was asking the public “Are you ready?” for the Internet Age, was extraordinary. For six straight years starting in 1995, US nonresidential fixed investment — a broad category that spans structures, equipment and intellectual property — contributed more than a full percentage point to overall GDP growth. Such a thing cannot be found in US statistics going back to 1930. And at the start of that process, in December 1995, Greenspan told his fellow monetary policymakers he had a hypothesis that surging investment in computing and telecommunications technology was bringing down cost pressures. He said that should be incorporated into how the Fed set interest rates, and marshaled the panel behind a reduction.

But the other element of Greenspan’s observation was the importance of globalization (...) He noted that it could take a decade to be sure about the disinflationary process he suspected was underway. And when he had that extra decade of data to analyze, he emphasized the importance of bringing China and the former Soviet-bloc economies into global supply chains.

“Over the past decade or more, the gradual assimilation of these new entrants into the world’s free-market trading system has restrained the rise of unit labor costs in much of the world and, hence, has helped to contain inflation,” then-Chair Greenspan testified to Congress in November 2005. In his 2007 memoir, he flagged that “China is by far the dominant contributor to this trend.” By then, his bigger worry was that the disinflationary impact of the integration of the Chinese workforce was coming to an end. As it turned out, his concern that globalization had run its course was premature."

https://www.bloomberg.com/news/articles/2026-03-27/why-today-s-ai-boom-won-t-repeat-the-1990s-economy

#AI #GenerativeAI #AIBoom #Globalization #China

"Perhaps the clearest examples are advanced memory and training chips, which are among the most important—and are by far the most expensive—components of training any AI model. Currently, most of them are produced by two companies in South Korea and one in Taiwan. These countries, in turn, get a large majority of their crude oil and much of their liquefied natural gas—which help fuel semiconductor manufacturing—from the Persian Gulf. The chip companies also require helium, sulfur, and bromine—three key inputs to silicon wafers—largely sourced from the region. In addition, Saudi Arabia, Qatar, the United Arab Emirates, and other regional petrostates have become key investors in the American AI firms that purchase most of those chips.

Because of the war in Iran, the Strait of Hormuz is functionally closed to most shipping vessels, stranding one-fifth of the world’s exports of natural gas, one-third of the world’s exports of crude oil, and significant quantities of the planet’s exportable fertilizer, helium, and sulfur. Meanwhile, Iran and Israel have begun bombing much of the fossil-fuel infrastructure in the region, which could take many years to replace. In only a month of war, the price of Brent crude—a global oil benchmark—has jumped by 40 percent and could more than double, liquefied-natural-gas prices are soaring in Europe and Asia, and helium spot prices have already doubled. The strait is “critical to basically every aspect of the global economy,” Sam Winter-Levy, a technology and national-security researcher at the Carnegie Endowment for International Peace, told us. “The AI supply chain is not insulated.”

The situation could quickly deteriorate from here. A helium crunch could trigger a shortage of AI chips or cause chip prices to rise."
https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/

#AI #GenerativeAI #AIBoom #AIBubble #War #Iran #USA #Oil #Trump

«WTO warnt vor Ende des KI-Booms wegen Energiemangel:
Hohe Ölpreise und Strombedarfe könnten den Bau von Rechenzentren und das globale Handelswachstum 2026 reduzieren. Trumps Zölle spalten die Märkte zusätzlich»

Ui nein!1!! Zufälle gibt es und wem weisen wir nun die Schuld zu?!?? Wie intelligent ist überhaubt das Anwenden von KI? Wenn dies nicht vorhersehbar war, wenn auch nur unterschwellig emotional?!

🤷 https://www.heise.de/news/Energiehunger-bremst-Chip-Rausch-WTO-warnt-vor-Ende-des-KI-Booms-11220471.html

#aislop #ki #wto #kiboom #aiboom #trump #energie #stromausfall

"A Seoul Economic Daily article citing industry research firm DRAMeXchange stated that DDR4 8 Gb product prices were about $1.30 in March 2025, then rose to around $9.30 by the end of 2025, and climbed further to roughly $13 by February 2026. This pattern implies nearly a 10× increase in that timeframe."

https://en.sedaily.com/property/2026/02/27/samsung-sk-hynix-to-sharply-raise-dram-prices-in-q2

#DRAM #Semiconductors #ChipShortage #AIboom #DataCenters #Samsung #SKHynix #TechStocks #PricingPower

"A Seoul Economic Daily article citing industry research firm DRAMeXchange stated that DDR4 8 Gb product prices were about $1.30 in March 2025, then rose to around $9.30 by the end of 2025, and climbed further to roughly $13 by February 2026. This pattern implies nearly a 10× increase in that timeframe."

https://en.sedaily.com/property/2026/02/27/samsung-sk-hynix-to-sharply-raise-dram-prices-in-q2

#DRAM #Semiconductors #ChipShortage #AIboom #DataCenters #Samsung #SKHynix #TechStocks #PricingPower #technology

"A Seoul Economic Daily article citing industry research firm DRAMeXchange stated that DDR4 8 Gb product prices were about $1.30 in March 2025, then rose to around $9.30 by the end of 2025, and climbed further to roughly $13 by February 2026. This pattern implies nearly a 10× increase in that timeframe."

https://en.sedaily.com/property/2026/02/27/samsung-sk-hynix-to-sharply-raise-dram-prices-in-q2

#DRAM #Semiconductors #ChipShortage #AIboom #DataCenters #Samsung #SKHynix #TechStocks #PricingPower #tech

první #klient z #ChatGPT🥳

konečně #AI přestala ignorovat #SEOspecialistaAcopywriterDanielBeranek😁

a to si přitom Denda s Ananasem při prvním #AIboom dělali prdel, že Béra se konečně bude mít s kým bavit 😆