WTAI

AI Revolution Driven By New Supercomputers

Home Market Outlook Today's Market AI Revolution Driven By New Supercomputers. The current generative AI boom is driven by a spectacular increase in the capacity of microchips. A web of servers can perform calculations on extremely large datasets. We discuss the spectacular innovations giving rise to Nvidia as a leading player in the technology domain.

Riding The Momentum - Looking Beyond The Tech Giants

Home Market Outlook Today's Market Riding The Momentum - Looking Beyond The Tech Giants. BlackRock Systematic's Systematic Equity Outlook explores macro and micro risks. The persistence of persistent market themes like AI has contributed to high equity index concentration and strong performance of the momentum factor. Inflation and rising geopolitical risks dominate the equity market narrative.

AI Frontrunners Will Benefit Most, With Microsoft In The Lead

Large technology firms are investing a lot to become AI services leaders. The hyperscale data centre market is currently dominated by four large companies in the West. We expect Microsoft to be the market leader providing actual services. The largest American technology companies should benefit greatly from Generative AI.

Weekly Report: what happened at WTAI last week (0415-0419)?

Thursday's ETF with Unusual Volume: WTAI

The AI Hype Cycle

AI-Driven Spending Boom Is No Dot-Com Bust For Investors

AI To The Rescue? Overhauling The U.S. Power Grid On The Path To Net Zero

Overhauling The U.S. Power Grid On The Path To Net Zero. Electricity grid operators in the United States have begun to use AI and other digital tools to analyze vast amounts of data. The path to attaining zero emissions by 2050 calls for an overhaul of the global power grid.