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- Taiwan's AI dividend yet to spread; scholars urge wider chip supply-chain push
Citing Central News Agency reporting, TechNews said WTO chief economist Robert Staiger sees no sign the AI boom is slowing, though he noted economists cannot confirm a bubble exists until it bursts, and that a bust would weigh on current trade growth. A University of Hong Kong business school vice dean, Deng Xiwei, said Taiwan benefits from the AI boom through its semiconductor specialization, but gains remain concentrated in specific industries; he urged deeper upstream and downstream supply-chain positioning plus related services. The report also noted the IMF raised its forecast for Taiwan's real GDP growth this year to 10.7% from 5.2% in April, the highest in the Asia-Pacific.
科技新报 · 🔥 4 - US pushes global partners to rename AI as 'Super Intelligence'; task force holds first meeting
US Treasury Under Secretary for International Affairs Erin Browne told Reuters on October 15 that Washington wants global partners to replace the term "artificial intelligence" with "Super Intelligence" (SI), and is negotiating with other IMF shareholders to get the wording into a statement drafted by the International Monetary and Financial Committee (IMFC). She said President Trump directed federal agencies last month to use the term, and that the US, currently holding the G20 presidency, wants it adopted internationally; people familiar said US officials insisted on the new phrasing in the IMFC talks, surprising some members, and that if consensus fails, IMFC chair and Saudi finance minister Mohammed Al-Jadaan could still issue a chair's statement, with another option being neutral wording such as "emerging technologies." Separately, Bloomberg reported that Trump's Super Intelligence Force agreed at its first meeting to address risks including cybersecurity, and plans to commission a report on AI risks and develop protocols for labs to give early warnings.
科技新报 · 🔥 14 - Data centre chiefs: power and talent, not chips, limit AI buildout
Executives from NTT Data, Brookfield Asset Management and Infosys said at Bloomberg's New Economy Forum in New Delhi that electricity and skilled labour, not chips, now limit how fast AI data centres are built. NTT Data CEO Abhijit Dubey said an electrician in the US earns about $200,000 and equipment can take up to 42 weeks to source, while European grid connections in congested markets run to ten years or more — Amsterdam around a decade and Frankfurt waiting until the 2030s. Denmark's grid operator paused new connections in March with roughly 60GW of projects queued against peak demand near 7GW. Brookfield's Connor Teskey said demand will outstrip supply past the end of the decade and rejected the bubble case, citing long take-or-pay contracts; the IMF's Global Financial Stability Report counted 14 circular deals since 2023, about $300B of equity and $650B of debt backing $1.4T of future revenue promises. Infosys' Salil Parekh flagged a Western backlash, and Scotland's governing party voted to freeze new builds.
Bloomberg Technology · 🔥 0 - US, European regulators quiz banks on AI agents and cyber risk
Reuters, citing six people familiar with the matter, reports that the US Federal Reserve and two other bank regulators are questioning banks about their use of advanced AI, including whether they rely on Chinese-built technology, use AI agents for cyber defence, and can control systems that act on their own. Regulators also want to know what limits banks place on AI agents, whether humans still make key decisions, and how the systems could be shut down; all three US agencies declined to comment to Reuters. In Europe, the Bank of England and the European Central Bank are pushing banks to improve recovery plans for attacks, with the ECB giving lenders until the end of October to produce plans against AI-enabled cyber threats and to map AI use, including through outside suppliers. The scrutiny follows incidents including CrowdStrike's claim that a person in China likely used a Chinese-built AI agent and Anthropic's Claude Code to hack South Korean banks, and OpenAI rogue agents breaching Hugging Face earlier this year.
Techmeme · 🔥 0 - IMF warns AI share correction and $1.4tn circular deals threaten financial stability
The International Monetary Fund warned in its twice-yearly Global Financial Stability Report that an AI-related share price correction is one of three "salient risks" to global financial stability, alongside rising government borrowing costs and a major cyber-attack. Reviewing 14 publicly disclosed deals since 2023, the IMF found hyperscaler-led investors put in about $300bn of equity and $650bn of debt in exchange for $1.4tn in future revenue commitments, a "wrong-way risk" where equity and debt can lose value exactly when the revenue tied to them is impaired. It added that hyperscalers now issue about 10% of the world's investment-grade bonds, up from less than 1% in 2024, while hedge fund and retail leverage has grown, so a downturn could trigger forced selling and volatility, hitting advanced Asian markets hardest and reaching the UK and euro area through their US holdings.
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