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Fed Chair Kevin Warsh: AI Will Transform Economy But Warns of Bumpy Transition at IMF Meetings

Federal Reserve Chairman Kevin Warsh called artificial intelligence the most consequential change to the US and global economy in his lifetime during IMF-World Bank Annual Meetings in Bangkok. While optimistic about AI's potential to boost productivity and wealth, he warned the transition will be very bumpy with uncertain near-term impacts on jobs and inflation.

Policy6 sources

Fed Chair Kevin Warsh: AI Will Transform Economy But Warns of Bumpy Transition at IMF Meetings

Policy6 sources

TSMC in Talks for Texas Expansion as AI Chip Demand Outpaces Supply by Wide Margin

Taiwan Semiconductor Manufacturing Co. confirmed it's evaluating a Texas expansion and discussing participation in Elon Musk's proposed Terafab chip manufacturing complex. The world's largest chipmaker reported record $24 billion quarterly profits as AI market demand continues to far exceed its current production capacity.

Business2 sources

TSMC in Talks for Texas Expansion as AI Chip Demand Outpaces Supply by Wide Margin

Business2 sources

Larry Fink warns halting AI data centers could push U.S. into recession

BlackRock CEO Larry Fink issued a stark warning that blocking AI data center construction could tip the U.S. into recession, citing massive infrastructure spending that now underpins economic growth. His comments come as local opposition intensifies ahead of midterm elections, with communities raising concerns over electricity demands and environmental impact.

Business3 sources

Larry Fink warns halting AI data centers could push U.S. into recession

Business3 sources

AI Credit Default Swaps Surge to Record Highs as CoreWeave Debt Concerns Trigger Market Jitters

Credit default swap spreads for US tech companies reached unprecedented levels as investor confidence in AI infrastructure wavers. Oracle's CDS hit 288 basis points while CoreWeave exceeded 1,000 bps, reflecting growing doubts about whether heavily indebted data centers can generate returns fast enough to service mounting interest costs amid rising rates.

Business4 sources

AI Credit Default Swaps Surge to Record Highs as CoreWeave Debt Concerns Trigger Market Jitters

Business4 sources

Meta Faces Senate Investigation Over $6.6 Billion AI Data Center Tax Credits Claim

Senate Democrats are demanding answers from Meta CEO Mark Zuckerberg after the company claimed $6.6 billion in federal research and development tax credits for AI data centers between 2023-2025. Senators question whether Meta characterized commercial infrastructure as experimental pilot models to avoid taxes, potentially violating tax law.

Policy2 sources

Meta Faces Senate Investigation Over $6.6 Billion AI Data Center Tax Credits Claim

Policy2 sources

Salience Labs Raises $125M for Optical AI Switches to Eliminate Data Center Bottlenecks

Salience Labs secured $125M in Series B funding led by Bullhound Capital, with AMD Ventures and Intel Capital participating. The Oxfordshire-based photonics company unveiled a 64-port all-optical photonic switch at ECOC 2026 conference, targeting the networking bottlenecks in AI data centers that plague GPU clusters running massive workloads.

Technology2 sources

Salience Labs Raises $125M for Optical AI Switches to Eliminate Data Center Bottlenecks

Technology2 sources

AI Infrastructure Spending Forecast to Outstrip Revenue by $5 Trillion, Gartner Warns

Gartner projects AI providers will spend $7 trillion on infrastructure by 2030 but generate only $3.6 trillion in revenue—a massive shortfall threatening 80% of neocloud operators with consolidation. The report warns of potential capital write-downs exceeding $4 trillion by 2032.

Business9 sources

AI Infrastructure Spending Forecast to Outstrip Revenue by $5 Trillion, Gartner Warns

Business9 sources

EU AI Policy Takes Cues from Ireland as Bloc Races to Match US and China in AI Adoption

The EU is accelerating its AI push by following Ireland's playbook, hosting an international AI summit in Dublin with Google DeepMind and Microsoft leaders. But Ireland's experience reveals critical challenges: data centers consume 23% of national electricity while employing only 3,300 people, sparking local opposition and questions about infrastructure strain versus economic benefits.

Policy2 sources

EU AI Policy Takes Cues from Ireland as Bloc Races to Match US and China in AI Adoption

Policy2 sources

Wall Street Banks Navigate AI Financing Risks as $10 Trillion Infrastructure Boom Tests Credit Standards

Goldman Sachs CEO David Solomon warns that AI infrastructure financing could require over $10 trillion through 2032, raising concerns about credit risks and return viability. Wall Street banks remain bullish on the AI investment boom despite mounting uncertainties around computing power demand, interest rates, and project returns.

Business6 sources

Wall Street Banks Navigate AI Financing Risks as $10 Trillion Infrastructure Boom Tests Credit Standards

Business6 sources

CtrlS Commits ₹10,000 Crore to Build 150 MW AI Factory in Bihar

CtrlS Datacenters has signed a Letter of Intent with Bihar's government to invest ₹10,000 crore in a hyperscale AI factory in Bodh Gaya. The company also inaugurated a ₹400-crore AI and cloud-ready datacenter in Patna with 12 MW capacity. This move aims to strengthen digital infrastructure across Bihar and eastern India while creating employment opportunities.

Technology4 sources

CtrlS Commits ₹10,000 Crore to Build 150 MW AI Factory in Bihar

Technology4 sources

Freshworks Acquires Torii to Extend AI Spend Management and Software Governance Capabilities

Nasdaq-listed SaaS company Freshworks has signed a definitive agreement to acquire Torii, a New York-based SaaS management platform. The Torii acquisition will extend Freshservice into AI spend governance, providing IT teams with visibility into software applications, licenses, and AI-related expenditure as organizations struggle with rising costs from AI tool adoption.

Business3 sources

Freshworks Acquires Torii to Extend AI Spend Management and Software Governance Capabilities

Business3 sources

NTT Data nears $6.3bn deal to build Anthropic's first Japan data centre in Osaka

NTT Data Group is in final talks with Anthropic to construct a massive data centre in Osaka, marking the US AI company's first dedicated facility in Japan. The project could cost up to 1 trillion yen ($6.3 billion) for construction alone and draw 500 megawatts of power, making it one of Japan's largest data centres with partial operations targeted for 2028.

Business2 sources

NTT Data nears $6.3bn deal to build Anthropic's first Japan data centre in Osaka

Business2 sources

IMF Report Warns AI Market Correction Could Spark Global Financial Crisis With $1.4T at Risk

The International Monetary Fund issued a stark warning that an AI bubble could burst and trigger widespread economic damage. The IMF report highlights how $1.4 trillion in circular AI deals, combined with $650 billion in debt and concentrated investments, could lead to a market correction that reduces global GDP by up to 1.1% by 2028.

Business15 sources

IMF Report Warns AI Market Correction Could Spark Global Financial Crisis With $1.4T at Risk

Business15 sources

AI Hardware Shortage to Persist Until 2028 as Intel, Broadcom CEOs Flag Capital and ROI Pressures

Intel CEO Lip-Bu Tan and Broadcom's Hock Tan warned that AI hardware shortage will continue for two to three years due to supply chain constraints. Speaking at a Singapore financial conference, both executives identified capital access and the need to demonstrate return on investment as critical challenges facing the AI industry's growth trajectory.

Business2 sources

AI Hardware Shortage to Persist Until 2028 as Intel, Broadcom CEOs Flag Capital and ROI Pressures

Business2 sources

IREN Stock Jumps 5.5% on Multiyear Cloud Deal with Anthropic as AI Infrastructure Pivot Accelerates

IREN Limited secured a multiyear cloud services agreement with Anthropic, marking another step in its transformation from Bitcoin mining to AI infrastructure. IREN stock rose 5.5% on the news despite posting a $702.6 million net loss in fiscal 2026 tied to impairment charges from decommissioning mining hardware.

Business3 sources

IREN Stock Jumps 5.5% on Multiyear Cloud Deal with Anthropic as AI Infrastructure Pivot Accelerates

Business3 sources

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