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

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…

3 days ago

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…

4 days ago

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,…

6 days ago

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…

2 weeks ago

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,…

2 weeks ago

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…

3 weeks ago

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…

1 month ago

LES TECHNOLOGIES CLÉS DES SMART CITIES

Positionnement théoriqueUne smart city est modélisée comme un système cyber-physique urbain, reposant sur la théorie des systèmes complexes adaptatifs. La…

1 month ago

Physical AI, robotics, smart cities: the next global capex cycle

Facts. Humanoid robotics: $8.7B in VC from January to July 2026; market estimated at ~$4.2B in 2026 → ~$40.5B in…

1 month ago

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…

2 months ago