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Renewed fears of potential US trade curbs on next-generation optical transceivers for data centres have sent shares of Chinese suppliers tumbling, deepening a sell-off across artificial intelligence supply chain stocks.
Anthropic will invest $100 million to train nearly 10,000 AI engineers, partnering with a number of consulting firms.
This year, Morgan Stanley Inclusive & Sustainable Ventures (MSISV) is moving to a thematic investment approach across four impact categories.
The artificial intelligence road map presented at its flagship Apsara Conference this week showcased a pragmatic pivot by Chinese tech giant Alibaba Group Holding, offering a clearer path to monetisation despite a sharp escalation in capital expenditure, analysts said.
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