Can raising interest rates stop the engine of artificial intelligence development?
▫ The boom of artificial intelligence requires huge investments; But the increase in interest rates can make the cost of financing these investments more expensive and make it difficult to develop this technology. However, not all companies operating in this field are equally affected.
▫ Nima Namdri explains in an interview for Eco-Iran's Titer One program that large technology companies such as Microsoft, Google, Amazon, etc. are less vulnerable to interest rates because of their strong cash flow.
▫ Conversely, developers of artificial intelligence models such as OpenAI and Anthropic may face reduced valuations and increased investor caution.
▫ But the main pressure is on infrastructure companies and data center builders; Businesses that are highly dependent on external funding to carry out their expensive projects and at the same time face the risk of rapid equipment obsolescence.
The link of this program in Aparat.