JPMorgan

Headlines · 5

1. 58m
   JPMorgan again tops Evident ranking of most AI-advanced banks

   JPMorgan has once more led Evident Insight's ranking of the world's most AI-advanced banks, according to Bloomberg Technology. Evident CEO and co-founder Alexandra Mousavizadeh said on "Bloomberg Tech: Europe" that early movers are pulling ahead, and that the banks investing most heavily in the technology are still growing headcount even as AI changes jobs.

   Bloomberg Technology · 🔥 10
2. 20h
   Zhipu's GLM release cycle is turning Chinese LLM makers into 'product-cycle stocks'

   An analysis republished by 36Kr (originally from Silicon-Based Observation Pro) argues Chinese large-model companies are increasingly priced like carmakers — 'product-cycle stocks' whose valuations reset with every model release. It cites Zhipu: shares listed at HK$116.2 (about HK$51.8bn market value), peaked at HK$1.07tn on June 22, and fell to HK$696 and roughly HK$324.1bn by October 7, down 76.6% from the high, even as API calls and ARR kept growing. Three of four major model launches this year lifted the stock on the day (average +12.3%), including GLM-5 on February 12 (+28.68%, then +56.22% over five sessions) and open-sourced GLM-5.2 on June 17 (+12.62%); GLM-5.3 on August 14 fell 3.57% after a 40% pre-release run-up.

   36氪 人工智能 · 🔥 6
3. 22h
   JPMorgan's Gehl on tech and AI fundraising, capex and IPO outlook

   Matthew Gehl, co-head of International Technology Investment Banking at JPMorgan, spoke with Bloomberg's Tom Mackenzie at the 2026 JPMorgan Tech Stars event in London on Oct. 6, addressing technology and AI fundraising, capex and IPOs. The source provides only the video's basic listing, with no specific figures or remarks disclosed.

   Bloomberg Technology · 🔥 5
4. 1d
   JPMorgan Private Bank says AI demand, constrained supply to keep driving earnings

   Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, said on Bloomberg Television that artificial intelligence continues to underpin global equity markets, particularly the tech sector. She said the market is coming to the realization that the AI story continues, with demand still very strong and supply still constrained.

   Bloomberg Technology · 🔥 5
5. 1d
   From 8-GPU servers to supernodes: AI data centers for the inference era

   Speaking at the 2026 ITValue Summit on September 17, xFusion computing vice president Wang Liangdong said AI has entered an inference-dominated phase in which global token consumption keeps surging and buyers judge infrastructure by cost per token, throughput and cluster stability rather than peak per-card performance. The article cites a range of figures: the 2026 China Development Forum said China's daily token calls topped 140 trillion in March, OpenRouter data showed China accounted for 36% of global token calls in the March 16-22 week, JPMorgan expects Chinese inference token consumption to grow roughly 370x in five years, and IDC projects annual global consumption of 150,000 Peta Tokens by 2030. It argues the 8-GPU server paradigm hits communication bottlenecks under trillion-parameter, high-concurrency inference, pointing to Huawei's Ascend 960 supernode (4,096 cards per node, 8E FP8), Lenovo's Wanquan heterogenous computing platform V5.0 and xFusion's FusionPoD for AI rack-scale designs — while warning that supernodes only suit very large workloads, interconnect standards remain unsettled, and utilization depends on sustained paying demand.

   钛媒体 · 🔥 4

Experience and discussion from the community

Share my JPMorgan experienceAsk about JPMorgan