#AI investment
1687 related articles
·2 min
The EU's €10 Billion AI Investment Plan: The Reality Gap Behind the Ambition
The EU announced €10B for AI datacenters to become the 'first AI Continent.' But compared to US tech giants spending $50B+ annually, can this close the gap? A deep analysis of Europe's AI challenges.
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·2 min
The Investment Logic Behind Citadel Taking Over an AI-Themed Fund's Massive Loss Portfolio
Citadel acquires Situational Awareness's losing AI stock portfolio, revealing the high-risk nature of AI thematic investing and the shift from narrative-driven to fundamentals-driven capital.
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·3 min
Korean Retail Investors Blown Up by AI Investments: A Painful Lesson in Leveraged FOMO
Korean retail investors went all-in with leverage on AI stocks and faced devastating losses when valuations corrected. Analysis of AI bubble risks, leverage dangers, and FOMO traps.
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·2 min
Vibe-Research Deep Dive: A Complete Guide to This Open-Source AI Investment Research System
A hands-on look at Vibe-Research, an open-source AI investment research tool supporting A-share, HK, and US stocks, with DeepSeek, Claude, and Codex integration.
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·2 min
AI Investment at the Expense of Employee Salaries: Who Pays the Price for Corporate Transformation?
When CEOs announce "no raises — we're investing in AI," employees become the hidden underwriters of the corporate AI arms race. A deep dive into the cost-shifting logic, morale risks, and smarter paths forward.
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·3 min
AI's $3 Trillion Investment Question: When Does ROI Arrive — Bubble or Future?
Global tech giants are investing nearly $3 trillion in AI infrastructure. When will ROI materialize? We break down the hyperscaler arms race, systemic risks, and the bubble-vs-rationalist debate.
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·5 min
U.S. Treasury Warns of AI Bubble Risk: Systemic Concerns and Investment Rationality
The U.S. Treasury has issued a rare internal warning that the AI investment boom may be forming an asset bubble, with valuations detached from fundamentals and systemic risks mounting.
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·5 min
AI Investment Sector in Consecutive Crash: Zuckerberg's Remarks Trigger Chain Reaction
Meta's Zuckerberg says AI progress is slower than expected; combined with compute sale news, the SOX fell nearly 12% over two days. JP Morgan warns on chip demand.
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·2 min
Menlo Ventures Raises $3 Billion New Fund: How a Bold Bet on Anthropic Is Reshaping the AI Investment Landscape
Menlo Ventures turned a bold $750M bet on Anthropic into a $3B new fund. Explore the investment logic, Anthropic's technical moat, and what it means for AI venture capital.
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·3 min
Anjney Midha: The Rise from Singapore to Helm of a16z's AI Investment Empire
Deep dive into Anjney Midha, the key figure behind a16z's AMP fund, covering investments in Anthropic, Mistral, and Black Forest Labs, and his Outputmaxxing philosophy.
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·2 min
Cursor Receives Investment from SpaceX and xAI — AI Coding Tools Enter a New Era of Computing Power
Anysphere, the company behind AI coding tool Cursor, secures investment from SpaceX and xAI, gaining world-class computing resources to reshape the AI coding landscape.
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·1 min
AI Model Benchmarks Driving VC Decisions: From Benchmarks to Investment Signals
How AI model benchmarks and evals can build a VC decision framework—using capability overhangs, weakness analysis, and trajectory tracking to identify investment opportunities.
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·3 min
AI Startup in Practice: A Complete Breakdown of $8,374 in Revenue from a $100 Investment in 13 Days
Robbie, an ordinary employee, used $100 and an AI Agent to launch a business, earning $8,374 in 13 days. A full breakdown of the path from failure to success, including AI-driven market analysis and a stunning 43.8% conversion rate.
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Tutorials·2 min
MCP Protocol in Practice: Building an AI Investment Analysis Agent with TradingView + Notion
A detailed guide on MCP protocol vs Skills, integrating TradingView and Notion MCPs to build an automated investment analysis Agent with market scanning, backtesting, and report generation.
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Industry Insights·3 min
Alibaba's $52B AI Investment: A Full-Stack Cloud Infrastructure Upgrade for the Agent Era
Alibaba invests $52B in AI cloud infrastructure over 3 years. Bailian Platform hits 8B yuan ARR with 11 quarters of triple-digit AI revenue growth. Deep analysis of Alibaba Cloud's full-stack Agent upgrade strategy.
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Product Reviews·3 min
AI Agent Investment Research Showdown: ChatGPT vs. Kimi vs. Manus — Who Delivers Better Financial Analysis?
Testing ChatGPT, Manus, and Kimi on the same investment analysis task reveals how multi-agent architecture, fault tolerance, and parallel workflows define the real capability boundaries of AI Agents in professional finance.
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Industry Insights·2 min
3,500 Enterprise AI Use Cases Reveal: Is AI Investment Actually Worth It?
Survey of 1,000+ enterprises and 3,500 AI use cases reveals: 44% see moderate ROI, 37% see high ROI. AI Agent adoption surged from 11% to 42%. Coding and risk use cases top the charts.
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Tutorials·2 min
Claude Code Investment Research Tool: A Detailed Guide to AStockData Skill's Six Free Data Modules for China A-Shares
Detailed guide to AStockData, a free Claude Code Skill covering A-share K-lines, research reports, Dragon Tiger Lists, news, financials & announcements — no API Key required.
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·2 min
From FTX to AI: A Warning About the Collapse of Trust in Tech
From the FTX Future Fund collapse to AI, exploring tech's trust crisis, résumé laundering, and lack of accountability when scandal-linked figures move into key AI roles.
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·3 min
How Cheap Can It Be to Serve a 2.8 Trillion Parameter Model? A Deep Dive into Inference Economics
Deep analysis of the real cost of serving a 2.8 trillion parameter model. From MoE sparse activation to batching scale effects and inference optimization, revealing why model size and serving cost are less correlated than assumed.
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