We think data centre capacity will grow by 10% a year, facilitating growth of the market for AI services, facilitating growth ...

We expect many sector-specific AI solutions to emerge. Given economies of scale, early leaders like Microsoft will likely ...

The AI revolution is driven by spectacular increases in computing speeds. Semiconductors are therefore an important element ...

Today, some Generative AI services are rather expensive. We expect the prices of these services to come down, in line with ...

The latest AI models require spectacularly large datasets. In this article, we discuss leading data sources as well as the ...

Household purchasing power is rising, but we are still waiting for a significant pick-up in consumption According to the ...

All in all, today’s Ifo index brings back more optimism for the German economy. The cyclical trough is behind us, but this ...

All in all, today’s Ifo index brings back more optimism for the German economy. The cyclical trough is behind us but this ...

For once, US-eurozone divergence in data has come to the benefit of EUR/USD, which is attempting consolidation at 1.0700 this ...

The return of risk-on opens further upside to yields, although US data Tuesday was weak, and demand at the 2yr auction very ...

Given the backdrop of high interest rates, tight credit availability and worries about a potential financing crunch in the ...

The National Bank of Hungary delivered on its promise in every respect, slowing the pace of easing without causing any ...