All posts tagged: AI

Relief — but the threat from China remains

February 27, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia’s strong results show that AI investment continues to grow. But the pressure mounts with each quarter, while concern over China’s DeepSeek lingers. And the key question remains. This was probably not how Jensen Huang, Nvidia’s CEO, had envisioned his career. In 1993 he founded […]

Caught off guard — now the US will hit back

January 30, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 30th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The much-discussed AI model DeepSeek has crashed the stock market — and pushed tech development into a geopolitical phase. Now Trump and Zuckerberg are desperately searching for a countermove that can stop China from seizing the throne. “I think there are a number of original […]

Fear of DeepSeek shakes the stock market

January 27, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been invested in AI chips, making Nvidia the world’s most highly valued company. Now a small Chinese player is challenging the need for those investments — and the markets are beginning to shake. On 27 March 2000, Cisco became the world’s […]

China’s budget AI is changing the market

January 19, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 19th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countless billions have been spent by tech giants to develop the best AI models. Now the next era is beginning — with budget versions from China that are completely changing the rules of the game. “Have you got a Panadol?” Ever since paracetamol was launched […]

The latest stock market trend: copy the celebrities

January 7, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 7th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Why make your own investment decisions when you can copy someone else? A new phenomenon from the US is creating new and unusual ways to trade stocks — by riding on the coattails of celebrities. If you follow the markets, you have almost certainly seen […]

Nvidia’s success is a risk factor for all of us

November 21, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia doubled its profit and the market responded with an “okay.” The expectations placed on the world’s most valuable company have become a problem — for the entire stock market. There are two types of companies on the stock market. The first requires a trained […]

How our grip on truth could crumble

October 22, 2024
by Björn Jeffery
SvD Näringsliv

Behind AI-generated deepfakes lies an even bigger problem Published in Svenska Dagbladet, 2024-10-22. Translated from Swedish. New digital tools have opened the door to mass manipulation that could influence the American presidential election. But behind AI-generated deepfakes lies an even bigger problem. A girl in an orange life jacket sits in a boat. She looks as though she has been crying for a long time — tired, red-eyed. The water around her is brown and […]

A Nobel Prize for Google — which may now be broken up

October 9, 2024
by Björn Jeffery
SvD Näringsliv

Nobel Prizes for Google — which may now be broken up Published in Svenska Dagbladet, 2024-10-09. Translated from Swedish. Two Nobel Prizes linked to AI went to Google this week. But it is ordinary search ads that have paid for the development behind them — and now those ads are under threat. Most companies would be thrilled to have had even one Nobel Prize recipient among their staff at any point. Google has just received […]

Why Nvidia is crashing — and it’s happening now

September 4, 2024
by Björn Jeffery
SvD Näringsliv

2,800 billion kronor wiped out — why Nvidia is crashing Published in Svenska Dagbladet, 2024-09-04. Translated from Swedish. 2,800 billion kronor were erased in a single day when the shares of hyped chipmaker Nvidia fell sharply on Tuesday evening. Why are they falling now? It was a broader collapse across the chip and semiconductor sector on American markets on Tuesday. The category — which includes companies like Intel, AMD and Qualcomm — had its worst […]

Must surpass what was once unthinkable

August 29, 2024
by Björn Jeffery
SvD Näringsliv

Nvidia’s quarterly report: the burden of market expectations Published in Svenska Dagbladet, 2024-08-29. Translated from Swedish. Nvidia delivered strong quarterly figures but was met with mild scepticism from the market. The company now faces its biggest challenge yet: market expectations. A small group of enthusiasts gathered at a sports bar in New York on Wednesday afternoon. But it was not a game on the screens — they were there to watch chipmaker Nvidia’s quarterly earnings […]