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Today's AI: the world · 2026-10-21

The heat of AI investment and the beginning of selection

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The heat of AI investment and the beginning of selection

The momentum of AI investment can no longer be measured solely by the amount of equipment. While some believe that the US economy is close to recession, excluding AI investment, HSBC's CEO warned that there is a need to be selective about data center investments. During the same period, Capable raised $38 million for its drug discovery lab and Disney spent $180 million on talent for Character.AI. Funds have expanded from expanding computing resources to partnering with others, human resources, and uses. What this half-day article has in common is that rather than looking at the size of the investment amount, it is necessary to look at what the funds are tied to and under whose judgment and responsibility. In this text, we will examine each aspect of investment, partnerships, human resources, regulations, and creation in order.

Some people are questioning the way they choose investments based on their view of the U.S. economy. CFO.com reported, ``The U.S. economy is close to recession, excluding AI investment.'' This view shows that the support for the economy is biased toward AI investment. HSBC's CEO warned on CNBC that even amid the AI boom, data center investments need to be selective. The same atmosphere exists in the market. Seeking Alpha reports that concerns about AI have reignited, interest rates have expanded in peripheral countries in Europe, and oil prices have continued to rise. While AI investment supports the economy, momentum can only be measured by the size of the investment. However, since there have been simultaneous calls for doubts about its support and calls for selection, readers need to look at what the investment will lead to, rather than the size of the amount.

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