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Goldwin (8111)

September 29, 2026

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Latest News

  • Financing Risks Becoming The Latest Red Flag for the AI Boom
    October 17, 2026
    Following our recent warnings regarding the mounting structural headwinds facing the AI sector, financing is rapidly emerging as a new and potentially systemic risk. The ...
  • We see a slowdown in product launch cycles by frontier AI
    October 2, 2026
    Although the market currently doesn’t seem too bothered by what’s going on, it seems that the recent headlines from frontier AI labs are shifting from technical triumphs ...
  • US hyperscalers clearly cooking their books
    August 17, 2026
    With US earnings season out of the way, there are a number of AI-related issues specific to hyperscalers which are the engine of data centre spending that keep us awake ...

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