Morgan Stanley estimates that AI infrastructure will receive $2.9 trillion in funding through 2028, broken down as follows: – $1.4tn: hyperscalers’ capex (e.g., Google, Meta, Oracle) – $0.2tn: hyperscalers’ corporate debt – $0.8tn: private credit (e.g., PIMCO, HPS) –
ECONOMY
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PrediBench: AI Models Profiting on Polymarket Benchmark
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We're thrilled to introduce PrediBench, our first production at @presage_labs
! PrediBench a live benchmark that answers the question "could an AI model earn money on Polymarket?" TL;DR: Some models like Grok-4 or GPT-5 do beat the crowd of human betters, and they turn a profit! -
Young Adults’ Limited Purchasing Power Impact Economy
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True, problem is people in 20s don't have much money to spend
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Nvidia Chips as a Subscription Service Model
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Actually I think that’s smart. This way you don’t have to deal with reselling and recycling old chips every few years. Nvidia chips should be offered as a subscription 😀
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Economic Literacy Gap in Political Debate on Wealth Taxation
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L’impasse du débat public actuel : il suffit de 15 secondes pour affirmer qu’il faut taxer les riches. Il faut de longues minutes pour démontrer le contraire.
— Rafik Smati (@RafikSmati) 24 septembre 2025
Nous arrivons à un moment où une grande partie de la classe politique est nulle en économie, et où les économistes… pic.twitter.com/cRg6Eeq3GxL’impasse du débat public actuel : il suffit de 15 secondes pour affirmer qu’il faut taxer les riches. Il faut de longues minutes pour démontrer le contraire. Nous arrivons à un moment où une grande partie de la classe politique est nulle en économie, et où les économistes
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Germany’s 4,000 GPUs: Insufficient for True Digital Sovereignty
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4,000 GPUs – is that supposed to secure Germany's “digital sovereignty”? While OpenAI and others are stacking millions of GPUs worldwide, Germany is celebrating a number that is barely enough to seriously train a single frontier model. Symbolic politics in high-tech costume.
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Mindset shift needed to win in AI economy
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He publicado un episodio en @ivoox
: "Para ganar en la economía de la IA, necesitas un cambio de mentalidad #podcast -
NVIDIA’s circular dominance in AI infrastructure investments
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So: NVIDIA is investing $100 billion in OpenAI, which spends 70% of its budget on computing power that it leases from Oracle, which buys its chips from NVIDIA. NVIDIA is not only the shovel seller in the gold rush, but also the owner of the gold mine.
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State Valuation and Taxation: Economic Solutions for AI Era
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on a qu'a valoriser l'Etat a 10 fois son prix et le problème est réglé , on pourra prélever 2% par an (je rigole hein)