TechCrunch
중도 성향
IT/기술
GM’s electric future depends on a new battery — and this building
GM wants to slash EV prices by deploying new battery tech up to a year earlier than planned. This building is key to making that happen.
IT/기술 · "PRICES" · 총 41건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 88,141건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 4,383건(5.0%)·중립 81,600건(92.6%)·부정 2,158건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.7(중도 균형)입니다.
GM wants to slash EV prices by deploying new battery tech up to a year earlier than planned. This building is key to making that happen.
The New York State legislature passed a one-year moratorium on new large data centers, the first statewide ban of its kind if Democratic Governor Kathy Hochul signs it into law. Lawmakers behind the bill say it's meant to give policymakers time to understand the impact of large data centers on the environment and energy prices. […]
Nine major industry trade groups have warned the Trump administration that the rapid expansion of AI data centers is severely straining global memory chip supplies. This surge in demand is driving up prices and reducing availability for critical sectors like automotive, healthcare, and consumer electronics, posing risks to US supply chains and the broader economy.
As geopolitical headwinds make it tougher for equity investors to make money, Dalal Street’s top voice Nilesh Shah, managing director of Kotak Mahindra Asset Management, told a gathering of HNI investors at the ET Alpha Wealth Summit on Thursday that there are four specific investment structures which deserve a place in most portfolios right now.Shah’s first recommendation was the Special Investment Fund, or SIF, a structure that marks a meaningful shift in what is available to Indian investors. Shah noted that the mutual fund industry has, until now, been a long-only business but the SIF changes that. These are long-short, absolute return-oriented funds, designed to generate returns regardless of market direction rather than simply riding the equity tide.The second vehicle Shah flagged is performing credit AIFs. His reasoning was grounded in a simple supply-demand observation that for corporate settlements today, capital is not available from banks, mutual funds, or insurance companies.As institutional lenders have stepped back, borrowers are plenty and lenders very few. Amid this imbalance, Shah said the need is real and returns are attractive. Performing credit AIFs, which lend into this gap, are positioned to benefit directly from the scarcity of competing capital.https://youtube.com/shorts/Xa4AcXFg8hA?feature=shareThe third idea was REITs, and here Shah introduced a timing element. Over the last three years, REITs have delivered index-level returns of around 13.5%. But with interest rates rising, he suggested that the next six to nine months may present an opportunity to enter at better prices. Rising rates typically compress REIT valuations in the near term, and Shah framed any such correction as a potential entry point rather than a risk to avoid. Beyond the return potential, he positioned REITs as a portfolio diversification tool as the asset class behaves differently from equities and fixed income, and that is still underrepresented in most Indian investor portfolios.The fourth recommendation addressed global diversification but came with an important caveat. Mutual fund industry limits for overseas investment are currently full, which means the conventional route for Indian investors to access global markets through domestic mutual funds is closed. Shah pointed to Gift City as the workaround. Structures domiciled there allow investment under the Liberalised Remittance Scheme, and in his view, these Gift City-based LRS products are the practical path for investors who want global exposure while the mutual fund window remains shut.Across all four — the SIF, performing credit AIFs, REITs, and Gift City products — Shah's underlying argument was the same: in a volatile period, the portfolio needs instruments that can generate positive returns through means other than a rising equity market.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Soccer fans on r/WorldCup2026Tickets are using Claude to build DIY ticketing software, exchanging on back channels, and leaving scalpers scrambling.
The race to build data centres in Australia could force household electricity prices up by as much as 26 per cent within a decade, a study has found.
The S&P 500 and the Dow closed modestly higher on Tuesday as risk appetite driven by AI fervor was counterbalanced by tensions arising from U.S.-Iran talks to reopen the Strait of Hormuz and end the months-long war.Gains in most of the 11 major S&P sectors kept the S&P 500 and the Dow in the green, with the small-cap Russell 2000 outperforming its larger-cap peers. The Nasdaq ended the session essentially unchanged.Small-cap stocks have been some of the biggest beneficiaries of the ongoing enthusiasm surrounding artificial intelligence stocks, which provided some upside muscle. The Philadelphia SE Semiconductor Index advanced on the day.The Software & Services Index, battered in recent months over worries of AI disruption, closed in negative territory.Strong results from Hewlett Packard Enterprise and a funding commitment from Alphabet reinforced confidence in the AI buildout."The market is kind of muted at the surface level, but there is a lot going on under the hood, and that describes much of this year," said Mike Dickson, head of portfolio management at Horizon Investments in Charlotte, North Carolina. "There's some massive dispersion in the whole AI infrastructure ecosystem.""Markets could be in for one of these heated, melt-up rallies where the momentum keeps winning," Dickson added. "I would not be surprised at all to be sitting here at the end of the summer a good bit higher."Tehran is studying a U.S. proposal to bring the war to a halt, but has not been in contact with Washington for days, according to Iranian media, which also said Iran is taking a "stern" approach, given what it views as a history of U.S. noncompliance and mutual distrust. Simultaneously, Israel is continuing its strikes on Lebanon, despite Tehran's warnings that the attacks are threatening to derail the fragile truce.The war has sent crude prices soaring, reviving worries over inflation and giving rise to an increasing likelihood that the U.S. Federal Reserve could hike interest rates by year-end. Cleveland Fed President Beth Hammack said on Tuesday that such a hike could become necessary if already-elevated inflation pressures continue to mount. On the economic front, a report from the Labor Department showed an unexpected spike in job openings, driven by the volatile professional and business services sector. Otherwise, hiring, firing and quits all decreased, suggesting a slowdown in labor market churn in the face of uncertainties related to strife in the Middle East and inflationary effects.Analysts look to the May employment report due on Friday, which is expected to show the U.S. economy added 85,000 jobs last month, a monthly deceleration of 26.1%. The unemployment rate is forecast to stand pat at 4.3%.According to preliminary data, the S&P 500 gained 10.07 points, or 0.13%, to end at 7,610.03 points, while the Nasdaq Composite gained 8.78 points, or 0.03%, to 27,095.59. The Dow Jones Industrial Average rose 237.13 points, or 0.46%, to 51,316.01.Hewlett Packard Enterprise jumped after the AI server maker pulled forward its long-term financial targets by two years. In further evidence of AI buildout, Alphabet said it was looking to raise $80 billion in equity offerings, including an investment from Berkshire Hathaway, to fund a costly expansion of its AI infrastructure. Its shares lost ground on the day. Marvell Technology's shares surged after Nvidia Chief Executive Officer Jensen Huang called the chipmaker the next "trillion-dollar company" at the Computex conference in Taipei. Nvidia invested $2 billion in Marvell in March.A drop in bitcoin hit cryptocurrency firms Coinbase and Strategy Inc.Broadcom is expected to report quarterly results on Wednesday.
Nvidia's Vera Rubin rollout is creating a new winner in the artificial intelligence supply chain: multilayer ceramic capacitors. A Morgan Stanley analysis estimates the MLCC content of Nvidia's next-generation VR200 NVL72 server rack at about $4,320, up 182 percent from roughly $1,530 in the previous-generation GB300 system. The sharp increase is tightening supply in a market where demand is already outpacing production, allowing manufacturers such as Samsung Electro-Mechanics to raise prices an
Strong earnings growth and Q1 results outweigh investor concerns over escalating US-Iran standoff and rising crude prices.
Wall Street stocks posted modest gains on Monday as investors watched developments in U.S.-Iran peace negotiations and cheered the unveiling of a new computer chip that promises to bring artificial intelligence to personal computing.Tech shares boosted the Nasdaq and the S&P 500 to their latest in a series of record closing highs.U.S. President Donald Trump said talks with Iran continue. Earlier, Iran's news agency announced Tehran is halting indirect negotiations with Washington after a new round of strikes threatened to derail diplomatic efforts to end the war, now in its fourth month.The intensification of hostilities sent crude prices jumping, along with worries over the extent to which a protracted war could result in heightened, intransitory inflation."We don't really know where things stand," said Thomas Martin, senior portfolio manager at GLOBALT in Atlanta. "The market seems to think that something's going to get done at some point, but we don't have very good information to go on, like what the Iranians really want and what Trump is willing to settle for."Stocks added to their gains after Trump said no Israeli troops would go into Beirut, citing a call with Israeli Prime Minister Benjamin Netanyahu.Nvidia jumped after the company unveiled a new chip that puts AI capabilities directly into personal computers.The chip is the result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said. Microsoft shares rose.The reaction among semiconductor stocks was mixed. Qualcomm tumbled and while Intel also fell. Micron shares rose sharply, breaching the $1,000 mark for the first time.The Philadelphia SE Semiconductor Index advanced.In economic news, U.S. factory activity expanded in May for the fifth consecutive month as goods-makers navigate tariff and geopolitical crosswinds.Investors will turn to Friday's jobs report ahead of Kevin Warsh's debut policy meeting as chairman of the U.S. Federal Reserve this month, amid fears of rising inflation linked to the Iran war that could upend the stock market rally.According to preliminary data, the S&P 500 gained 20.19 points, or 0.27%, to end at 7,600.03 points, while the Nasdaq Composite gained 114.75 points, or 0.43%, to 27,087.37. The Dow Jones Industrial Average rose 44.70 points, or 0.09%, to 51,076.85.Software stocks rebounded from heavy selling earlier this year on AI disruption fears. ServiceNow and IBM rose sharply. The software services index advanced."On the software side, companies that hadn't been doing very well, but now are doing well today," Martin added. "Some of that has been attributed to Nvidia comments that software is part of the solution, so the market's coming back to" software stocks.Cadence Design Systems jumped after launching an Nvidia-powered AI agent for chip design.Broadcom's earnings, due on Wednesday, will be closely parsed in the wake of solid results from Dell last week, which signaled strong AI server demand.
Things are bad out there. Despite 2026 shaping up to be a great year when it comes to actual games, it couldn't really be worse for the people that make them or the industry as a whole. Hardware prices keep going up, layoffs have shown no signs of stopping, and even big-budget titles backed by […]
Notebooks up 11%, desktops 10% as chipmakers ditch consumer kit for AI server bling
Oil prices are likely to remain elevated for some time as inventories recover and supply infrastructure in the Middle East needs repair.
The focus of competition for Chinese electric vehicles (EVs) is shifting from prices to artificial intelligence capability, as carmakers try to manage weakening demand amid tightened regulations, according to Morgan Stanley. The push in AI would likely bring models with conditionally autonomous driving capability, or Level 3 (L3), to market, said Tim Hsiao, head of the Greater China auto and shared mobility research team at Morgan Stanley, in a recent interview with the South China Morning Post....
This week on The Kettle, we mull over whether the Steam Deck is a canary in the coal mine for the future of hardware prices, and the effect of Blue Origin's blowout on NASA's Moon missions
Artificial intelligence is getting expensive — and companies are starting to rethink their embrace of the disruptive technology. Playing by a well-worn Silicon Valley playbook, AI companies charged rock-bottom prices to hook customers after ChatGPT burst onto the scene. Kevin Simback of startup incubator Delphi Labs calls it the era of “subsidised intelligence” — meaning investors were basically footing the bill so companies could offer AI on the cheap. “But the tides are beginning to turn,” Simback warned and an era where the big AI companies actually need to make money has begun — with leaders OpenAI and Anthropic looking to go public and attract main street investors later this year. Prices are rising across the board, and one big reason is AI agents. Unlike a chatbot that just answers questions, agents actually do things — book appointments, write code, manage files. And they’re expensive to run, because one task can spin up dozens of agents all working at once, each racking up charges. Those charges are measured in tokens — the basic unit AI companies use to bill customers. A single agent-powered task can burn through dozens of times’ more tokens than a simple chat message. Meanwhile, the computer chips and data centres needed to power all this AI can’t keep up with demand, creating computing shortages and adding further uncertainty to the nascent industry. “Especially in developer circles, the cost to use AI for things like coding has grown exponentially,” said Mark Barton of tech consultancy Omniux. “All the costs are really starting to skyrocket.” Some companies have been so eager to use AI that they’ve gone overboard in a usage binge called “tokenmaxxing”. “In some cases, people are seeing the cost of tokens exceed the cost of the employee within a month or two of use, just because they’re using it too much,” says analyst Jack Gold of J.Gold Associates. Smarter spending Even Meta — which earlier this year encouraged employees to use as many tokens as possible as a measure of productivity — has had second thoughts. “Nobody should be using AI tools just for the sake of using them,” chief technology officer Andrew Bosworth wrote in a memo to staff, reported by the Wall Street Journal. Uber’s chief operating officer this week went a step further, raising eyebrows by saying all this AI spending was showing no noticeable increase in productivity. To cut costs, some companies are switching to free, open-source AI models that anyone can download — not as powerful as ChatGPT or Anthropic’s Claude, but good enough for many tasks. Others are moving to smaller, more specialised models built for specific industries like real estate or finance, rather than giant general-purpose ones. And some are simply breaking big AI tasks into smaller steps, handing each piece to the cheapest model that can handle it. The price difference can be dramatic. “The big large monolithic model, it’s $15 per million tokens, but you can get that down to like five cents if you use the smaller mini model,” says Adrian Balfour of consultancy Enverso. All of this points to AI becoming more like a commodity — where the specific model matters less than finding the right one at the right price. But don’t count out the big players and their state-of-the-art models just yet. “The most advanced users” will always be willing to pay for the best, says John Belton, a portfolio manager at Gabelli Funds. “It’s a growing pie.”
Artificial intelligence is getting expensive — and companies are starting to rethink their embrace of the disruptive technology. Playing by a well-worn Silicon Valley playbook, AI companies charged rock-bottom prices to hook customers after ChatGPT burst onto the scene. Kevin Simback of startup incubator Delphi Labs calls it the era of “subsidised intelligence” — meaning investors were basically footing the bill so companies could offer AI on the cheap. “But the tides are beginning to turn,” Simback warned and an era where the big AI companies actually need to make money has begun — with leaders OpenAI and Anthropic looking to go public and attract main street investors later this year. Prices are rising across the board, and one big reason is AI agents. Unlike a chatbot that just answers questions, agents actually do things — book appointments, write code, manage files. And they’re expensive to run, because one task can spin up dozens of agents all working at once, each racking up charges. Those charges are measured in tokens — the basic unit AI companies use to bill customers. A single agent-powered task can burn through dozens of times’ more tokens than a simple chat message. Meanwhile, the computer chips and data centres needed to power all this AI can’t keep up with demand, creating computing shortages and adding further uncertainty to the nascent industry. “Especially in developer circles, the cost to use AI for things like coding has grown exponentially,” said Mark Barton of tech consultancy Omniux. “All the costs are really starting to skyrocket.” Some companies have been so eager to use AI that they’ve gone overboard in a usage binge called “tokenmaxxing”. “In some cases, people are seeing the cost of tokens exceed the cost of the employee within a month or two of use, just because they’re using it too much,” says analyst Jack Gold of J.Gold Associates. Smarter spending Even Meta — which earlier this year encouraged employees to use as many tokens as possible as a measure of productivity — has had second thoughts. “Nobody should be using AI tools just for the sake of using them,” chief technology officer Andrew Bosworth wrote in a memo to staff, reported by the Wall Street Journal. Uber’s chief operating officer this week went a step further, raising eyebrows by saying all this AI spending was showing no noticeable increase in productivity. To cut costs, some companies are switching to free, open-source AI models that anyone can download — not as powerful as ChatGPT or Anthropic’s Claude, but good enough for many tasks. Others are moving to smaller, more specialised models built for specific industries like real estate or finance, rather than giant general-purpose ones. And some are simply breaking big AI tasks into smaller steps, handing each piece to the cheapest model that can handle it. The price difference can be dramatic. “The big large monolithic model, it’s $15 per million tokens, but you can get that down to like five cents if you use the smaller mini model,” says Adrian Balfour of consultancy Enverso. All of this points to AI becoming more like a commodity — where the specific model matters less than finding the right one at the right price. But don’t count out the big players and their state-of-the-art models just yet. “The most advanced users” will always be willing to pay for the best, says John Belton, a portfolio manager at Gabelli Funds. “It’s a growing pie.”
The company buys raw materials, such as limestone from Dubai, Ashok Panda, the newly appointed Chairman of SAIL, said
Prices are rising across the board, and one big reason is AI agents.
AI is getting expensive – and companies are starting to rethink their embrace of the disruptive technology. Playing by a well-worn Silicon Valley playbook, artificial intelligence companies charged rock-bottom prices to hook customers after ChatGPT burst onto the scene. Kevin Simback of start-up incubator Delphi Labs calls it the era of “subsidised intelligence” – meaning investors were basically footing the bill so companies could offer AI on the cheap. “But the tides are beginning to turn,”...