According to the interlocutor, the humanoid robot Optimus, which Tesla plans to insert into its production lines, is the other big news. If the machine lowers cost times, then the thesis on universal base income is no longer science fiction, but a foreseeable social policy.
Nvidia and the entire cluster around artificial intelligence deserve attention. The price hikes of the chip manufacturer show that the capital markets already appreciate the AI not as a promise, but as a real infrastructure without which no modern business can.
Against the background of global acceleration Bulgaria often seems “an island of different logic.” The lack of Uber in Sofia, the chronic strikes in urban transport and the shortage of drivers open a paradoxical gap between local problems and world innovations. “While in California we are already talking about fleets of autonomous taxis, we are arguing whether to allow platform services at all,” said Bandilov.
This week also brings a positive signal: Oracle’s report surprised the market pleasantly with a 13 percent stock jump. According to the sabser, this is another proof that the infrastructure layer of the AI will be monetized faster than consumer promises. In his words, companies that provide computing clouds, graphic accelerators, scaling software are in an increasingly strong position. That’s why their grades grow more stable than that of the Annex itself.
Bandilov explained that at macro level the published index of production prices in the US does not show dramatic pressure. This cools speculation that Trump’s duties already carry a price wave to the end user” and postpones fears of a new interest rate hike from the Fed. Markets were ready for a worse scenario; for now inflation stands still, and this is a small breath of air.
“Our job as investors is to teach machines to work for us, not to let them dictate our panic,” the guest summarized and added that the real test for the markets will come “when the AI starts not just replacing the person, but to create new classes of assets that we cannot even appreciate today.”
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