The market is underestimating the run on inference compute, and not all hyperscalers will monetise it equally. The debate is no longer whether AI capex will generate a return; it is which hyperscalers ...
Anthropic and Microsoft are in early talks for Anthropic to rent Azure servers running Microsoft’s custom Maia 200 AI ...
How Google’s CEO is reshaping the company — and the internet.
Brown, Zach Y., Mark Egan, Jihye Jeon, Chuqing Jin, and Alex A. Wu. "Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market." Harvard Business School Working Paper, No.
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