Your investments are your responsibility
We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk.
Descubre la opinión de Aránzazu Bueno, analista de Bankinter, sobre las claves bursátiles de la semana.
Más info en: https://www.bankinter.com/blog/mercad...
Si quieres información en tiempo real, únete al canal del equipo de análisis en Telegram: t.me/AnalisisBankinter#AnálisisBankinter
Artificial intelligence data centres take centre stage in the US political debate.
Lawmakers and candidates from both parties are increasingly positioning themselves as critics, in opposition to Donald Trump and administration officials, who are embracing the industry's expansion.
On this episode of The President's Path, Sumi Somaskanda, Bernd Debusmann and Courtney Subramanian discuss how AI data centres are becoming an important issue for voters ahead of the midterms. They look at concerns about the energy use and environmental impact of these facilities, and why the Trump administration sees them as key to competing with China.
00:00 Welcome to The President's Path
01:15 Why data centres are becoming a political issue
02:49 The race against China
03:49 Why tech companies need more data centres
05:42 The environmental questions
07:53 Can Trump ease data centre affordability concerns?
10:08 Is opposition to data centres bipartisan?
10:43 How Americans view AI development
13:42 Could a sovereign wealth fund help Americans cash in?
Every weekend, The President’s Path explores the state of US politics — in Washington and beyond. We dig into the key issues shaping America and uncover what’s on the minds of those closest to power. You can contact us at: path@bbc.co.uk
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 - Bloomberg: The China Show opens
00:04:27 - China revises timing to July economic data release
00:10:49 - LimX Dynamics' CFO Jesse Liu on China's embodied AI development
00:22:47 - China, Hong Kong markets open Monday
00:26:30 - Alibaba reports record downloads for AI models
00:28:27 - Zijin Gold 1H revenue at $3.99B
00:31:57 - Kweichou Moutai shares slide after 2Q earnings miss
00:37:45 - Goldman Sachs' Jacqueline Du on China entering its 'Go Global 3.0' era
00:48:21 - China tech in focus after Z.AI's new flagship, Alibaba downloads
00:58:18 - US 20-year Treasury sale set to test demand
01:05:24 - China's July activity data to show weakness
01:11:44 - BlueScope Steel's CEO Tania Archibald reacts to latest earnings
01:24:19 - Israel strikes Lebanon as US prepares new Iran sanctions
01:27:12 - Sri Lanka central bank governor says inflation to slow in 2H
