AI investors look beyond chips
FT News Briefing
Forhecz Topher
4.4 • 1.3K Ratings
🗓️ 17 December 2024
⏱️ 13 minutes
🧾️ Download transcript
Summary
Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Syria, Kurdish groups fear they may be worse off under a rebel-led government.
Mentioned in this podcast:
Japan’s SoftBank pledges $100bn investment in US
After Nvidia’s boom, what’s next for AI-related stocks?
Europe signs €10.6bn Iris² satellite deal in bid to rival Elon Musk’s Starlink
Syria’s Kurds fear US betrayal under Donald Trump
Credit: AP
Send us your questions for Swamp Notes! Write to ethan.plotkin@ft.com.
The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Marine Saint, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.
Read a transcript of this episode on FT.com
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Transcript
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| 0:00.0 | We're Equinor, an energy company searching for better. |
| 0:03.0 | Currently, we supply 27% of the UK's gas, 15% of its oil, |
| 0:07.7 | and we're playing our part in the UK's energy transition. |
| 0:11.0 | Our wind farms power 750,000 homes, |
| 0:14.0 | and we expect that to grow to over 7 million. |
| 0:16.5 | Last year, we invested 20% of our global growth spend in renewables |
| 0:20.1 | and lower carbon solutions. |
| 0:22.0 | We plan to increase that to 50% by 2030. |
| 0:25.4 | We're an energy company searching for better. |
| 0:28.4 | Equinoor.com.uk. |
| 0:31.4 | Really quickly, before we start the show today, I wanted to let you know that we're doing a listener Q&A on next Saturday Swamp Notes episode, |
| 0:39.1 | which means that if you have any questions about the 2024 election or even what Donald Trump's second term will look like, |
| 0:46.2 | you can send them to our producer. He's at Ethan.plotkin at Ft.com. We'll also have his info in the show notes. |
| 0:58.0 | Thank you. We'll also have his info in the show notes. Good morning from the Financial Times. Today is Tuesday, December 17th, and this is your FT News Briefing. |
| 1:05.8 | SoftBank has plans to invest billions of dollars in the U.S. |
| 1:10.0 | And we're going to take a look at what's next for AI stocks. |
| 1:13.9 | Plus, Syria's Kurds face a new reality after the fall of Bashar al-Assad. |
| 1:19.4 | They're very vulnerable, and they've always been vulnerable. |
| 1:23.0 | So it's an absolute mess for everybody and particularly for the Kurds. |
| 1:27.9 | I'm Kasha Brusalian, and here's the news you need to start your day. |
| 1:39.6 | SoftBank's CEO said yesterday that he's going to invest a hundred billion dollars in the U.S. |
| 1:45.7 | and create a ton of new jobs. |
... |
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