Portfolio Manager @Econopolis Exponential Tech. Fund. Let’s talk about Finance, Tech, Business & everything in between. Antwerp University, Vlerick & Berkeley.
Antwerp, Belgium
Joined January 2009
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siddy jobe retweeted
Negativity is a silent killer of happiness and success.
Toxic people. Negative thoughts. Endless bad news.
The less you allow into your life, the better off you'll be.
Surround yourself with positive people, ideas, and influences.
Gartner Forecasts Worldwide IT Spending to Grow 15% in 2027, Totaling $7.35 Trillion
Basically, this implies that IT spending is only 6% of global GDP. Considering the exponential growth of AI it’s not that difficult to imagine this figure to go to 12% or more.
gartner.com/en/newsroom/pres…
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siddy jobe retweeted
Today, @googlecloud and @Cognizant announced the new Gemini Enterprise Frontier Capability Group, bringing 18,000 certified associates to help customers go from pilot to production.
Nvidia is investing in European robotics technology.
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪
Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.
We’re also backing Germany’s builders, with new planned investments in Agile Robots SE, @aveliosmed, @MireloAI, and @reflexaerospace, spanning robotics, healthcare, creative tools, and space.
Meet the companies and catch up on today’s news from Berlin: blogs.nvidia.com/blog/german…
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The pace of AI innovation is outrunning the news cycle. Markets jump from one disruption narrative to the next. Eventually, breakthroughs will become so frequent that they stop making headlines.
That’s when you should pay the closest attention. When extraordinary becomes ordinary.
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I would assume that the $500 billion consortium formed by Nvidia with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will act as the direct institutional antidote to this "Neocloud" panic. Or am I wrong. $CRWV
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👂
Marc Andreessen reveals why housing, health care, and education keep getting more expensive while everything else gets cheaper
"There's basically three components to the American dream. A house near great job opportunities, great health care for you and your family, and sending your kids to good schools"
"If you disaggregate the economy over the last 25 years, everything that technology touches basically collapses in price. Television sets, computer games, anything with electronics in it. But if you chart housing, education, and health care, the prices of those things are skyrocketing"
"The government restricts supply, zoning laws and university certifications. And then the government responds to the political pressure caused by the rising prices by subsidizing demand. And of course, if you subsidize demand and a fixed supply, you get skyrocketing prices"
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siddy jobe retweeted
Industriegigant Schneider Electric wil een 'AI-powerhouse' worden | Lees meer: trends.knack.be/beleggen/3-v…
Everyone is wondering why tech stocks keep rising while interest rates move higher.
A significant part of the answer is visible in this chart: at 2.8%, the US equity risk premium is close to its lowest level in a decade. Sure you are surprised by this.
Since August 2020, the US 10-year Treasury yield has risen by 473 basis points. You would expect an increase of that magnitude to have a negative effect on the economy, corporate earnings, return on equity and long-term growth expectations. Yet over the same period, the earnings yield, ROE and the long-term GDP growth forecast have all increased. At the same time, investors are accepting a lower equity risk premium.
My interpretation: they see future earnings growth as more structural and predictable, requiring less compensation for the risk they perceive. AI plays an important role in this. Historically, the S&P 500 was primarily a bet on the economic cycle. Today, Information Technology and Communication Services account for roughly half of the index. Semiconductors, cloud, and digital platforms increasingly shape its composition.
Less dependence on the economic cycle → lower perceived risk → a lower ERP. AI is accelerating that shift. #10Y #EquityRiskPremium
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If this week’s SIA figures for the month of August show another acceleration in global semiconductor sales…I’ll shave my head. 😅
And yes, I’m still very bullish on the semiconductor cycle. But at some point, the rate of acceleration has to slow… right?
Your move, @SIAAmerica.
#Semiconductors #AI #SIA #WTST
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siddy jobe retweeted
AWS is raising prices for reserved GPU capacity through EC2 Capacity Blocks for ML by about 15% starting Oct. 7
New U.S. GPU rates:
B300: $16.146 per accelerator-hour, from $14.04
B200: $14.208, from $12.355
H100: $5.97, from $5.191
The increases apply across regions, while On-Demand and Savings Plans pricing remains unchanged.
AWS says Capacity Block pricing is dynamic and adjusted periodically based on supply and demand.
An interesting evolution to follow… @innodata Opens Motion-Capture AI Lab to Help Humanoids Move Like Humans
investor.innodata.com/news/n…
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A new academic study attempts to put a number on AI’s impact on the economy. Its conclusion: making software developers more productive could, on its own, lead to substantial economic growth.
Using stock market data, the researchers estimate that by the end of 2025, investors were pricing in 32.6% higher productivity in software development. In their model, that translates into an economy that is 3.6% larger in the long run, or 6.5% larger if AI also accelerates innovation.
The chart shows how sharply those expectations rose in the first half of 2026: the estimated productivity impact more than doubled.
These are expectations, not growth that has already materialised. But they give a sense of the economic stakes.
Study: nber.org/system/files/workin… @JonathanHamell @AndreasSchaab @nberpubs #AI #Productivity #Economics
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Google’s latest moonshot to put machine learning in space youtu.be/o1JK79jszqo?si=tWMw… via @YouTube
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My interpretation of this: HBF makes most sense as a capacity extension to HBM, not an HBM replacement. AI agents need to remember far more than they actively use. HBM handles active memory. HBF holds paused sessions.
A capacity extension, not an HBM killer.
#AI #HBM #HBF
arxiv-troller.com/paper/3309…
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