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La inteligencia artificial entra en una nueva etapa.
Tras el desembarco de la infraestructura, los semiconductores y los grandes modelos, la tecnología empieza a dar el salto al mundo físico, con la robótica, los cobots y la conducción autónoma como algunas de sus principales vías de desarrollo.
Juan Ramón Caridad, director de clientes estratégicos en Iberia y Latam de Pictet AM, explica cómo se está posicionando Pictet Robotics ante esta nueva fase y dónde identifica las oportunidades de inversión: desde los semiconductores de última generación hasta las compañías que pueden convertirse en los futuros campeones de la IA.
Samsung earned a nearly nine-fold rise in quarterly operating profit, and TSMC's sales jumped 51%, reflecting the spoils of relentless spending on AI infrastructure.
The Iran-backed Houthis struck two airports in Saudi Arabia, killing three people and injuring dozens as the militant group intensifies its attacks on the kingdom while fighting Saudi-backed forces in Yemen.
Bloomberg has learned China managed to get a hold of parts from an F-35 stealth fighter jet after a UPS employee missed an email warning not to route the shipment through Hong Kong.
Today's guests: Tom Becker, BlackRock Senior Portfolio Manager; Michele Della Vigna, Goldman Sachs EMEA Head of Natural Resources Research; Jean-François Rial, Voyageurs du Monde CEO; Mike Greenley, MDA Space CEO
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 - The Pulse with Francine Lacqua
00:00:28 - 'Missed email led to China getting F-35 parts
00:03:20 - EU striking harder line on China's trade gap
00:05:05 - Samsung posts 3Q profit record, misses estimates
00:07:01 - Tom Becker, BlackRock Senior Portfolio Manager
00:13:11 - Oil, gas climb on reports on US strike plan against Iran
00:16:32 - Michele Della Vigna, Goldman Sachs EMEA Head of Natural Resources Research
00:23:43 - Thursday
00:24:13 - EU striking harder line on China's trade gap
00:28:26 - Global trad faces sternest test
00:30:54 - Jean-François Rial, Voyageurs du Monde CEO
00:39:22 - Russia plague-lab worker's death spurs WHO transparency push
00:41:59 - Mike Greenley, MDA Space CEO
