Temasek International CIO warns of market risks from US capital spending surge

The transformer bottleneck threatens to delay AI and digital infrastructure growth, impacting energy-intensive industries and investment strategies. The post The century-old device quietly choking the world’s AI ambitions appeared first on Crypto Briefing.

The strikes exacerbate regional instability and economic uncertainty, prompting increased crypto outflows as Iranians seek financial security. The post US-Israeli strikes near Ahvaz kill three as Iranian crypto exchange outflows spike appeared first on Crypto Briefing.

The post Fed Blames AI Demand Boom for Rising US Inflation appeared on BitcoinEthereumNews.com. Federal Reserve officials were split last month on whether to increase interest rates or keep them steady, with many seeing accelerating demand for artificial intelligence as a driver of inflation, according to meeting minutes released on Wednesday. The minutes covered the first monetary policy meeting under Fed Chair Kevin Warsh. Many Federal Open Market Committee members said that “ongoing strong demand for AI infrastructure would likely sustain upward pressure on prices for technology products and electricity,” according to the minutes.   AI-related inflationary pressure, colloquially known as “chipflation,” stems from the rising cost of semiconductors used by data centers. This surge in demand, along with data center competition for energy, has pushed up consumer prices for a wide range of electronic goods, devices and power, and may continue as AI demand increases. Higher inflation is g

Ongoing strong demand for AI infrastructure “would likely sustain upward pressure on prices for technology products and electricity,” Federal Reserve policymakers said.

The post Bitcoin Hovers Near $62K as BlackRock Trims AI Stock Bets appeared on BitcoinEthereumNews.com. Crypto News The world’s largest asset manager has pared back its most AI-exposed equity positions, its global fixed-income chief said this week, describing the move as a rebalancing rather than a retreat. The firm trimmed holdings in companies whose earnings lean most heavily on the artificial-intelligence buildout, and separately cut a meaningful slice of its broader equity exposure. Management framed the decision as trimming winners, not abandoning the theme. Because the manager oversees more client money than any rival, its positioning draws outsized scrutiny, sharpening an existing debate over whether market concentration in a handful of AI leaders has stretched too far ahead of underlying earnings. The scale behind those comments is what gives them weight. The manager reported a record 13.9 trillion dollars in assets under management as of March 31, according to its regulatory f

State-level antitrust challenges could reshape future media mergers, highlighting tensions between federal and state regulatory approaches. The post US states may sue to block Paramount’s $110B acquisition of Warner Bros. Discovery appeared first on Crypto Briefing.

The post Paradigm Raises $1.2B for Fourth Fund in AI Push appeared on BitcoinEthereumNews.com. Paradigm has raised $1.2 billion for its fourth fund, which will expand the crypto venture capital firm’s investments into artificial intelligence and related technologies. The company said on Wednesday that its latest fund will invest “first in crypto, and now across AI, robotics and other frontiers.” “We continue investing in crypto and the reinvention of markets and the financial system,” Paradigm added, highlighting its investments in the crypto perpetuals exchange Hyperliquid and the prediction markets platform Kalshi. Paradigm launched in 2018 and has raised more than $4 billion for three funds focused on crypto. Its interest in AI follows a trend of originally crypto-focused companies that have been lured to the lucrative and fast-growing sector. Source: Matt Huang The Wall Street Journal reported in February that Paradigm was seeking to raise $1.5 billion for a new fund that would inv

The post Iran’s Ghalibaf says any US military action will be met with retaliation appeared on BitcoinEthereumNews.com. Iranian Parliament speaker Mohammad Bagher Ghalibaf warned the United States (US) after two days of renewed US strikes, saying that any U.S. military action will prompt retaliation. Ghalibaf emphasized that access to the Strait of Hormuz remains under Iranian control. “America still hasn’t learned that bullying and breaking promises are no longer cost-free. Let me put it plainly: if you strike, you’ll get hit. Don’t flail around pointlessly, or you’ll sink even deeper: the Strait of Hormuz will only open with ‘Iranian arrangements,’ not American threats,” said Ghalibaf on X. The Kuwaiti military said on Thursday that the country’s air defenses are intercepting “hostile missile and drone attacks,” and Kuwait is responding to ‘hostile’ missile, drone attacks. Meanwhile, missile alerts are sounding in Bahrain and Qatar after the US launched fresh airstrikes against Iran.