盲目投资只会掉入“价值鸿沟”。 “我们去年12月调研了200家公司，发现其中90%以上对AI的投资都非常失望。”在博鳌亚洲论坛2026年年会的一场分论坛上，罗兰贝格全球管理委员会联席总裁戴璞给企业AI投资泼了一盆冷水，他将其形象地称为“AI价值鸿沟”。 当全世界都在高喊“All in AI”，企业们生怕错失风口，疯狂砸钱购买模型、搭建数据架构时，回报却并未如期而至。戴璞指出，问题出在“盲目飞行”：...
Deutz AG sees double-digit revenue growth for 2026 as the agricultural engine maker pushes deeper into defense, positioning itself to benefit from Europe’s rearmament drive. The Cologne-based company expects revenue to jump by roughly a fifth to as much as €2.5 billion ($2.9 billion) this year, partly driven by an expansion into military applications. The shift underscores how civilian manufacture...
Deutz AG sees double-digit revenue growth for 2026 as the agricultural engine maker pushes deeper into defense, positioning itself to benefit from Europe’s rearmament drive. The Cologne-based company expects revenue to jump by roughly a fifth to as much as €2.5 billion ($2.9 billion) this year, partly driven by an expansion into military applications. The shift underscores how civilian manufacturers are tapping the surge in defense spending. Deutz, the company behind the inventor of the gasoline engine, is also moving into decentralized energy for off-grid power for data centers and industrial sites. “We can scale up and down quickly because we are used to cyclical business cycles,” Chief Executive Officer Sebastian Schulte said in an interview. Unmanned Vehicles Deutz is in talks to supply engines for wheeled and smaller tracked military vehicles. It’s also exploring a deeper partnership with defense tech startup ARX Robotics GmbH, which makes unmanned vehicles, to scale production at its German sites. European NATO countries are entering a phase of accelerated defense spending, with allies agreeing to target at least 3.5% of GDP for core military budgets, according to McKinsey. That could lift total European defense spending toward €800 billion by the end of the decade. Deutz has stepped up its defense push through stakes in ARX Robotics, drone-maker Tytan Technologies GmbH and the acquisition of drone drive specialist Sobek. Its engines are also used to power Patriot air defense systems in conflict zones including the Middle East and Ukraine. Read More: Daimler Truck CFO Eyes More Defense Growth Rising defense revenues reflect Deutz’s early move into the sector as other industrial firms expand their presence through partnerships and pilot projects. Renault SA is starting to make drones in collaboration with French defense contractor Turgis Gaillard . German auto supplier Schaeffler AG is set to enter an agreement with defense tech company Helsing GmbH to provide ...
By Eduardo Baptista BEIJING, March 27 (Reuters) - Four Chinese universities, including two linked to the People's Liberation Army, bought Super Micro Computer servers with restricted AI chips over the
By Eduardo Baptista BEIJING, March 27 (Reuters) - Four Chinese universities, including two linked to the People's Liberation Army, bought Super Micro Computer servers with restricted AI chips over the
The Nasdaq Composite (NASDAQINDEX: ^IXIC) and S&P 500 (SNPINDEX: ^GSPC) are in the red year to date. The Nasdaq Composite is down more than 10% from its high, while the S&P 500 is 7% off its high. That puts the Nasdaq into a correction, which is a drop of at least 10% off a recent high but less than 20%. A sustained period in which an index is 20% below its high is known as a bear market. The S&P ...
The Nasdaq Composite (NASDAQINDEX: ^IXIC) and S&P 500 (SNPINDEX: ^GSPC) are in the red year to date. The Nasdaq Composite is down more than 10% from its high, while the S&P 500 is 7% off its high. That puts the Nasdaq into a correction, which is a drop of at least 10% off a recent high but less than 20%. A sustained period in which an index is 20% below its high is known as a bear market. The S&P 500 could be headed there, too. Here's why it feels like both indexes should be down even more, and how to find stocks to buy during a correction, as well as ones to avoid. Continue reading