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lntélligence artificielle

Toute l’actualité du monde de l’IA en France et dans le monde (acteurs, langages, innovations, start-up, levée de fonds, règlementation). Vidéos, analyses, commentaires et interviews

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lntélligence artificielle

Toute l'actualité du monde de l'IA en France et dans le monde (acteurs, langages, innovations, start-up, levée de fonds, règlementation). Vidéos, analyses, commentaires et interviews

lntélligence artificielle

AI Infrastructure Could Put 5-6% of Pension Assets at Risk

The convergence of global retirement savings and the financing of artificial intelligence infrastructure constitutes a systemic risk arising from long-term capital commitments financing technology assets with shorter economic lifespans, through opaque off-balance-sheet vehicles, private credit, and securitizations. As of October 26, 2026, BlackRock manages $15.488 trillion in assets, compared with $11.6 trillion a year earlier,…
10/26/20260Comments

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A robotic hand reaching into a digital network on a blue background, symbolizing AI technology.
lntélligence artificielle

AI, Converging Technologies (MANBRIC/BIOTECH) & Robotics: The Capex Supercycle Faces the ROI Wall

Thesis. The 2024/2026 AI cycle is the largest fixed capital investment cycle in modern economic history. The market question is no longer Will AI transform the economy? but “Who bears the capex risk, and at what rate of return?” Humanoid robotics and converging technologies (MANBRIC: Metaverse AI Nano Bio Robotics Info Cognition the extended NBIC…
10/25/20260Comments

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Two professionals in a high-tech environment working with cash and computers, analyzing complex data.
lntélligence artificielle

ВОЗНАГРАЖДЕНИЕ БУДУЩЕГО СТАНЕТ ПРАВОМ СОБСТВЕННОСТИ

I. Нормативная и позитивная рамки: UBI и UBC, различие по природе, а не по степени. Итог: В мире, преобразованном ИИ, UBC представляется структурно более эффективной моделью, чем UBI, для устойчивого увеличения медианного благосостояния и сокращения неравенства, поскольку вознаграждение основывается на владении производительными активами, а не на налоговых трансфертах. Ключевые положения (1) UBI (Universal Basic Income,…
10/24/20260Comments

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Close-up of a modern humanoid robot with glowing blue lights and futuristic design.
lntélligence artificielle

AI, Robotics, Biotech (MANBRIC), Smart Cities Convergence: The 2026–2035 Supercycle of Capital Allocation

Technological revolutions are not equal as investment themes; they are equal as cost curves. Three curves are collapsing simultaneously in 2026-2030, the cost of AI inference, the cost of physical action (humanoid robotics and logistics), and the cost of biological reading/writing (sequencing, synthesis), and their intersection is creating the markets of the decade: instrumented smart…
10/18/20260Comments

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lntélligence artificielle

The AI Funding Race: How Global Savings Are Powering America’s Tech Boom

The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors, and transforming cash flows into investable assets. First, the AI boom generates liquidity in South Korea and Taiwan, part of which flows into dollar-denominated assets and indirectly supports investment by US hyperscalers. Taiwan’s current…
10/16/20260Comments

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lntélligence artificielle

IA Supercycle CapEx. Stochastic Regime Modeling, Real Options Valuation, and Material Supply Chain Disruption

The statement by the IMF Managing Director, Kristalina Georgieva, that AI-related infrastructure now captures more than 10% of global merchandise trade, and that global AI investment (as a % of GDP) will reach and likely exceed historically allocated levels for railways, power grids, and telecommunications, marks a macroeconomic regime shift of a magnitude equivalent to…
10/07/20260Comments

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Detailed black and white shot of a futuristic metallic robot arm, showcasing advanced technology.
lntélligence artificielle

AI, semiconductors, robotics & biotech: the most capital-intensive investment cycle in history

AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with a readable value chain: semiconductors (the cluster of megacaps that the market now groups under acronyms like "MANBRIC": Microsoft, Apple, Nvidia, Broadcom, and others), data centers, energy, and now physical robotics. Biotech remains the pocket…
09/28/20260Comments

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A white robot showcasing modern design on a sleek dark surface.
lntélligence artificielle

Beyond the Controversy: How Schmidt’s 2024 Forecasts on AI Agents and NVIDIA Are Playing Out in 2026

Eric Schmidt’s August 2024 appearance at Stanford was an informal classroom conversation with economist Erik Brynjolfsson in the course “The Age of AI” (ECON295/CS323). Stanford posted the video, it circulated quickly, then was set to private after Schmidt asked for its removal. The episode became famous less for its technical content than for two unfiltered…
09/13/20260Comments

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