DTEC

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.

The Outlook For The U.S. Economy Is Bullish

How vulnerable is the market to an AI swoon? SA analysts share their thoughts

How vulnerable is the market to an AI swoon? SA analysts share their thoughts on the possibility of an AI-related bubble. The market may have over-extended itself amid a frothy market for AI- related stocks. For investors looking to track the artificial intelligence marketplace, look to exchange traded funds.

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

The AI Hype Cycle

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