Technology

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Generative AI Markets Technology

Shrinking Data Pool Pushes Up Costs for AI Enterprises, Solidifies Big Tech Hold on Machine Learning Apps

New research shows that AI could consume the entire supply of publicly available, high quality web data before the end…

McAlinden Research PartnersJuly 22, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Ⓛ Ethereum Markets Technology

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

Spot Ethereum ETFs are likely to launch next week, potentially kicking off a new wave of institutional digital asset adoption.…

McAlinden Research PartnersJuly 17, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Cybersecurity Markets Technology

Alphabet Lines up Another Cybersecurity Acquisition as Impact of Snowflake Data Breach Continues to Spread

A prospective blockbuster cybersecurity deal by Alphabet would be the second-largest ever, as well as its second multi-billion dollar security…

McAlinden Research PartnersJuly 15, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Generative AI Markets Politics & Policy Technology

OpenAI’s Big Tech Partners Distance Themselves From Board Slots as Antitrust Scrutiny Intensifies

Microsoft and Apple moved to separate themselves from observer positions within the board of directors at OpenAI. The startup dissolved…

McAlinden Research PartnersJuly 10, 2024

★ Daily Intelligence Briefings (DIBs)Finance Real Estate & Construction Technology

Data Center Developers Secure Billions in Debt Financing as Private Equity Backers Benefit From Timely Bets

Data center financing is booming in the AI adoption era as private equity-backed developers are pushing to increase construction of…

McAlinden Research PartnersJuly 9, 2024

★ Daily Intelligence Briefings (DIBs)Economics & Trade Politics & Policy Technology

OpenAI’s China Withdrawal Widens Opportunity for Domestic Tech Platforms to Secure Developers

OpenAI is further restricting access to its AI models for developers in mainland China, presenting opportunities for other firms to…

McAlinden Research PartnersJune 27, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Technology

Bitcoin Miners Moving Into Traditional Data Centers’ Cloud Market, Could Soon Become Targets for M&A

Data center resources are becoming increasingly stretched amid a sudden and aggressive uptick in the adoption of generative AI applications.…

McAlinden Research PartnersJune 10, 2024

★ Daily Intelligence Briefings (DIBs)Economics & Trade Manufacturing & Logistics Technology

Fund Backing China’s Chip Pursuit Pulls in Billions for Manufacturing, But Tech Breakthroughs Remain Scant

The same Chinese semiconductor fund that helped the country's Semiconductor Manufacturing International Corporation (SMIC) become the world's third-largest chip foundry…

McAlinden Research PartnersMay 29, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Generative AI Services Technology

OpenAI’s Ongoing Data Licensing Drive Promises to Transform Media Revenues, Content Delivery

Despite still fending off a slate of copyright lawsuits from a list of publishers, including the New York Times, the…

McAlinden Research PartnersMay 23, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Ethereum Markets Politics & Policy Technology

ETH Surges on Emerging Potential for Spot ETF Approvals, Final Decision Date on Deck This Week

Ethereum (ETH) has spiked strongly over the past twenty-four hours, following a sudden shift in expectations regarding the prospects for…

McAlinden Research PartnersMay 21, 2024

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

OpenAI’s Big Tech Partners Distance Themselves From Board Slots as Antitrust Scrutiny Intensifies

Data Center Developers Secure Billions in Debt Financing as Private Equity Backers Benefit From Timely Bets

OpenAI’s China Withdrawal Widens Opportunity for Domestic Tech Platforms to Secure Developers

Fund Backing China’s Chip Pursuit Pulls in Billions for Manufacturing, But Tech Breakthroughs Remain Scant

OpenAI’s Ongoing Data Licensing Drive Promises to Transform Media Revenues, Content Delivery

ETH Surges on Emerging Potential for Spot ETF Approvals, Final Decision Date on Deck This Week

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