The Forecasts Were Too Low

youtube
The Forecasts Were Too Low Going into 2026, industry estimates put annual AI chip spend at ~$580 billion. Halfway through the year, that number is above $800 billion. Jozef Soja on what’s changed in our Big Ideas 2026 AI Mid-Year Review.
  2026/09/10      youtube
Xポスト

latest news

'DISRUPTS AMERICA': McCarthy issues WARNING if Dems take midterms

'DISRUPTS AMERICA': McCarthy issues WARNING if Dems take midterms

Former House Speaker Kevin McCarthy disc...

  2026/09/16
Sam Altman says people have a right to be afraid of AI. 😟

Sam Altman says people have a right to be afraid of AI. 😟

"These models have gotten so good so fas...

  2026/09/16
Fed's Kevin Warsh: "I don't believe that we need to do harm to the labor markets"

Fed's Kevin Warsh: "I don't believe that we need to do harm to the lab

The FOMC voted 12-0 to raise the federal...

  2026/09/16
'COMPLETE WASTE OF MONEY': Real estate celebrity calls out $200,000 housing mistake #shorts

'COMPLETE WASTE OF MONEY': Real estate celebrity calls out $200,000 ho

不動産

From $200,000 kitchen money-wasters to w...

  2026/09/16
Yahoo Finance Live: Daily Market Coverage - September 16, 2026 1:55PM - 5PM (ET)

Yahoo Finance Live: Daily Market Coverage - September 16, 2026 1:55PM

Yahoo

Yahoo Finance Live Daily Market Coverage...

  2026/09/16
Trump's take on the Fed deicison

Trump's take on the Fed deicison

Trump is weighing in on the Fed decision...

  2026/09/16
Apple 18 Pro review and today's headlines #Vergecast

Apple 18 Pro review and today's headlines #Vergecast

Apple

The iPhone 18 Pro’s big camera update is...

  2026/09/16
Larry Kudlow: Growth is NOT inflationary

Larry Kudlow: Growth is NOT inflationary

FOX Business host Larry Kudlow discusses...

  2026/09/16
Jewish lawmakers feel 'POLITICALLY HOMELESS' amid surge in antisemitism, Dem rep says

Jewish lawmakers feel 'POLITICALLY HOMELESS' amid surge in antisemitis

Rep. Jared Moskowitz, D-Fla., joins 'Var...

  2026/09/16
SURGING: 18 million barrels move through Strait of Hormuz #shorts

SURGING: 18 million barrels move through Strait of Hormuz #shorts

energy

Energy Secretary Chris Wright says US as...

  2026/09/16
Fed Chairman Kevin Warsh on potential harm to the labor markets.

Fed Chairman Kevin Warsh on potential harm to the labor markets.

"Economic growth, that's the business we...

  2026/09/16
Your AI apocalypse questions, answered

Your AI apocalypse questions, answered

Last week, an Anthropic researcher resig...

  2026/09/16
Kevin Warsh's Fed: 'We stay in our lane'

Kevin Warsh's Fed: 'We stay in our lane'

"Independence is a two-way street." Fe...

  2026/09/16
What’s behind the calls for an AI slowdown? | FT #shorts

What’s behind the calls for an AI slowdown? | FT #shorts

After fears over AI technology burst int...

  2026/09/16
‘HE WAS BULLIED’: Warsh takes HEAT for raising rates

‘HE WAS BULLIED’: Warsh takes HEAT for raising rates

‘Making Money’ panel analyzes Federal Re...

  2026/09/16
Why do #tech companies keep building #AI despite warnings about its risks? #AIrace

Why do #tech companies keep building #AI despite warnings about its ri

----------------------------------------...

  2026/09/16