S.v. N.SönmezApple, iPhone 17 üretimi için Samsung LPDDR5X bellek çiplerine %100 fiyat artışı kabul etti. Bu karar, tedarik zincirini yeniden yapılandırıyor ve fiyat şeffaflığını artırıyor.
Marcus SchulerAnthropic's Opus 4.6 release triggered a $300B selloff in professional services stocks, with Thomson Reuters down 15.8% and LegalZoom falling 20%. The model's Cowork plugin handles PowerPoint creation and multi-step research, demonstrating production-quality work that directly competes with traditional services. Markets responded to capability demonstrations, not benchmark scores.
#AI #ProfessionalServices #TechMarkets
https://www.implicator.ai/openai-wins-the-test-anthropic-wins-the-market/
Software stocks posted their worst month since 2008, with the S&P North American software index falling 15% in January. The selloff reflects deeper concerns about AI's impact on the per-seat subscription model that drove decades of software growth. Fear has spread beyond equities into $440B private equity portfolios and loan markets. #SoftwareStocks #AIImpact #TechMarkets
The-14Is the AI bubble about to burst? What to watch for as the markets wobble
#Tech #Economy #AI #AIBubble #TechMarkets #Investing #ArtificialIntelligence #TechStocks #MarketTrends #Finance #AIIndustry #FutureOfTech #Productivity #Innovation #EconomicRisk
https://the-14.com/is-the-ai-bubble-about-to-burst-what-to-watch-for-as-the-markets-wobble/
#Tech #Economy #AI #AIBubble #TechMarkets #Investing #ArtificialIntelligence #TechStocks #MarketTrends #Finance #AIIndustry #FutureOfTech #Productivity #Innovation #EconomicRisk
https://the-14.com/is-the-ai-bubble-about-to-burst-what-to-watch-for-as-the-markets-wobble/
jpmellojrChinese AI app DeepSeek shakes up tech markets, causing a $1 trillion market cap wipeout! https://jpmellojr.blogspot.com/2025/01/chinas-ai-app-deepseek-rattles-tech.html #AI #DeepSeek #TechMarkets #ChinaVsUS
