
金融商业1 week ago
Portfolio Intel | AI Portfolio Insights & CAS Parser
上传 CAS PDF 获取 AI 驱动的基金组合分析和配置洞见。
@iASHeeesh · X
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上传 CAS PDF 获取 AI 驱动的基金组合分析和配置洞见。
@iASHeeesh · X

Explore interactive data analysis of current AI hype levels and market trends.
laurentiurad · HN
I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements. The website looks at the quarterly forms from the 5 biggest hyperscalers and adds their CapEx into the mix, calculating a composite index in the end showing how likely it is for the AI race to slow down. Enjoy!