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Venture capital Menlo Ventures: this year, corporate AI spending soared 500%. Anthropic impacts OpenAI's market share.
This year, corporate spending on generative ai has skyrocketed by 500%, reaching 13.8 billion USD.
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Express News | Meta introduces features such as AI backgrounds and noise suppression for Messenger calls.
European Central Bank warns of bubble risk in "Big Seven" US stocks, severe decline may affect global markets.
The European Central Bank warns investors to be vigilant against potential ai "price bubbles".
Express News | DOJ Seeks to Prohibit Google From Buying or Investing in Any Search Rivals, Query-Based AI Products or Ad Tech
Express News | DOJ Seeks End to Google's Multibillion Dollar Payments to Apple That Ensure It Is the Default Search Engine on Apple Devices
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