The president of Yardeni Research is dismissing fears that three major artificial intelligence (AI) companies going public – SpaceX, Anthropic and OpenAI – will cause a stock market liquidity drain. In a new blog post, veteran strategist Ed Yardeni says that “we aren’t as concerned” as other analysts that the so-called “AI-3” are going to […]
The post Ed Yardeni Pushes Back on Fears That SpaceX, Anthropic and OpenAI Will ‘Suck the Oxygen Out’ of the Stock Market – Here’s Why appeared first on The Daily Hodl.
With rivals racing to market to raise ‘eye-popping sums’, the spotlight is now on the AI sector’s one-time ‘poster child’
A year is a long time in AI. Just 12 months ago, Sam Altman was predicting his company OpenAI would build a super intelligence and fundamentally remake society. Now the boss of the ChatGPT developer is walking back those ideas after failing to make money from ads and erotic chatbots.
Meanwhile, rivals are storming ahead with plans to expand and go public on the stock market, in what is widely expected to be a season of record-setting initial public offerings (IPOs).
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In the face of widespread backlash to the AI data center buildout throughout the US, Google is touting its efforts to minimize the environmental impact by actually increasing water for local communities.
The company laid out five commitments around water use in a new blog post published Wednesday, including a goal to replenish more water than it uses at its data centers by 2030. Google also said it will invest in local water infrastructure, identify alternative water sources to power its facilities, and be transparent about its water use overall.
"We're just one of dozens of players in the space," Google's global head of infrastructure a …
Read the full story at The Verge.
Cloud computing has reached a crossroads. The high cost and data sensitivity of AI workloads are raising the appeal of private clouds, even as neoclouds and sovereign clouds shake up the cloud provider landscape. New cyberthreats, shifting compute requirements, and management complexity are adding to cloud complications.
Download the June 2026 issue of the Enterprise Spotlight from the editors of CIO, Computerworld, CSO, InfoWorld, and Network World, and learn how to navigate the latest cloud strategy developments.
OpenAI has launched a major enterprise expansion of Codex, releasing six job-specific plug-ins targeting data analytics, creative production, sales, product design, equity investing, and investment banking. Each plug-in bundles integrations and context to make Codex functional out of the box for non-technical knowledge workers. The move is backed by an internal report showing Codex now has more […]
Anthropic is scaling up Project Glasswing, its AI-powered vulnerability detection programme, to around 150 new organisations across more than 15 countries — a significant expansion from the 50 initial partners granted access in April. At the programme’s core is Claude Mythos, Anthropic’s most powerful model to date, capable of identifying thousands of zero-day vulnerabilities across weeks of scanning. The […]
Deborah Lupton / Servers in a Landscape / Licenced by CC-BY 4.0 Artificial intelligence systems that ask users to pause to consider AI’s energy consumption and environmental impacts are likely to reduce unnecessary AI use, new research by Oregon State University suggests. The findings, published in Science Communication, are important as AI is already using […]
