4 articles
J.P. Morgan's latest research reveals dramatic cost reductions in AI models, with prices falling as much as 99.7% while performance continues to improve, signaling a turning point for widespread AI adoption across industries.
Morgan Stanley's latest survey reveals that 62% of Chinese companies are planning to deploy humanoid robots within three years, with Unitree emerging as the top choice among likely adopters, followed by DeepRobotics and UBTECH.
Morgan Stanley predicts private credit will supply over half of the $1.5 trillion needed for data center expansion, fundamentally changing how AI infrastructure gets funded.
Morgan Stanley analysts project AWS will see strong growth driven by AI demand. The company plans to expand to 10 GW of data center capacity, though compute limitations remain a near-term challenge.
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Marina Lyubimova
Eseandre Mordi
Usman Salis
