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VOICE ARCHIVE

Daniela Gabor

@danielagabor
6 posts
2025-11-05
pop pop pop
2025-11-05 View on X
Financial Times

Sources: Deutsche Bank is exploring strategies to hedge its exposure to data centers, like shorting AI stocks, after extending billions in debt to hyperscalers

Executives discussing options including shorting basket of artificial intelligence stocks or using derivatives to transfer risk

2025-09-17
remember the theory that Trump gets intimidated when his bullying hits parties willing to stand up to him?  —  China is testing this theory, and pushing local AI/chips tech capacity ahead.  —  www.ft.com/content/12ad...
2025-09-17 View on X
Financial Times

Sources: China told ByteDance, Alibaba, and others to stop testing and ordering Nvidia's RTX Pro 6000D, going beyond earlier guidance focused on Nvidia's H20

Beijing steps up efforts to boost semiconductor independence to compete with the US  —  China's internet regulator has banned …

2025-01-12
fascinating piece:  —  Big Tech's embrace of Trump is a sign of its weakness when confronted w determined state action - Brazil/EU.  —  timely reminder that the state is capable of disciplining capital, and has constantly tried to do so since 2008 for transformative purposes  —  www.ft.com/content/917c...
2025-01-12 View on X
Financial Times

Some advertisers raise brand safety concerns over Meta's content moderation changes, fearing a surge in harmful content and misinformation on its platforms

Facebook owner's move to loosen policing of online content has raised fears over a surge in misinformation Bluesky: @claradoodle and @petertl . Forums: r/neoliberal See also Mediag...

fascinating piece:  —  Big Tech's embrace of Trump is a sign of its weakness when confronted w determined state action - Brazil/EU.  —  timely reminder that the state is capable of disciplining capital, and has constantly tried to do so since 2008 for transformative purposes  —  www.ft.com/content/917c...
2025-01-12 View on X
Financial Times

How aligning with Trump's new administration lets Meta and X pivot from futile cooperation with the EU and other jurisdictions to confrontation and coercion

Big Tech's embrace of Trump is a sign of its weakness when confronted w determined state action - Brazil/EU.  —  timely reminder that the state is capable of disciplining capital, ...

2024-08-27
your morning reminder that Global North countries want Global South locked in a global value chains as exporters of critical commodities, importers of high/clean tech. [image]
2024-08-27 View on X
Financial Times

China's curbs on shipments of germanium and gallium, which are used to make chips, have led to an almost 2x increase in prices in Europe over the past year

Western customers say restrictions on supply could hit production of advanced microprocessors and optical products

2023-03-13
forget about SBV liabilities for a second, the real bailout story is the regime-change in the Fed's treatment of collateral: par value goes against every risk management commandment of the past 30 years. it turbocharges the monetary power of collateral https://twitter.com/...
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …