Artificial Intelligence

Silicon Valley is celebrating J.P. Morgan CEO Jamie Dimon like a pop star. That's because the powerful Wall Street leader is fuelling hopes for an unending AI boom – after some recent setbacks.

Cyber threats never take a break. At the Börsen-Zeitung Retail Banking Day, BDO and ByteLaw explained that true IT security relies not just on technology, but also on strategy, culture, and clear accountability

Cologne-based start-up DeepL has to compete against US tech giants such as Google, Microsoft and OpenAI in the multi-billion euro translation market. Despite the superior financial strength of the competition, new investors made a big bet on the company in a May 2024 financing round.

The latest Stanford University AI Index Report shows Germany reasonably well positioned to move ahead with digitalisation. The new government in Berlin has an ambitious artificial intelligence strategy, and Trump's policies in the US are opening up new opportunities.

Stefan Asenkerschbaumer, Chairman of the Supervisory Board at Bosch, talks to Börsen-Zeitung about agile management, the company's sizeable US presence, and how higher tariffs might impact the global industry.

Marco Santos, CEO of SDax constituent GTF Technologies, is focused on building a more efficient organisational structure. This includes a Group Technology Office bringing together regional heads to ensure a rapid response to new developments in Artificial Intelligence.

In September 2023, after months of discussions, Nord/LB's stakeholders gave the green light for the implementation of a new bank management IT system. The multi-year programme is crucial for the future profitability of the bank. COO Christoph Auerbach gives Börsen-Zeitung an update on the project.

Italian defence company Leonardo and the Turkish drone manufacturer Baykar are setting up a joint venture to produce combat and surveillance drones for the global market.

The Chinese AI application DeepSeek looks to have matched ChatGPT's results with much lower investment – sending shock waves through the US stock markets. But perhaps some overhyped US tech stocks were ready for a correction anyway.

Helaba CEO Thomas Groß is committed to invest tens of millions in AI, and has already identified 85 use cases. The bank has plans to expand its workforce in 2025.

Never before has a new technology penetrated the entire economy as quickly as Artificial Intelligence. When used correctly, it unleashes enormous growth potential. The German business sector needs to keep up with the pace being set by other countries.

The World Trade Organization has warned that if global AI regulation is not coordinated, its full impact on growth in international trade may not be felt. The WTO wants to use its framework to help align the use of AI.

Keeping unemployment at low levels has come at the cost of productivity. A wave of investment is now needed to avert economic decline in Germany.

Ann-Katrin Petersen, Head of Capital Market Strategy for Germany, Austria, Switzerland, and Eastern Europe at the Blackrock Investment Institute, explains in the interview why some investor expectations regarding AI are exaggerated, and where she sees opportunities globally in equities.

Artificial intelligence (AI) can help central banks with forecasting. However, the technology also harbours risks for financial stability and monetary policy.

AI is already making the investment decisions at a number of funds. Whether AI is better than a human as a fund manager in the long run remains to be seen in practice.

The Google cash cow of Alphabet is synonymous with internet search. Generative AI is poised to revolutionise a vast market, but convincing business models are still lacking.

Millions of workers will have to find new roles by 2030 as AI is phased in, a McKinsey study says. A gigantic retraining strategy is needed.

Data centres are currently mainly financed by private equity and specialised infrastructure investors. But real estate asset managers are now beginning to invest billions in the fast growing sector,

Artificial intelligence (AI) is increasingly being used in portfolio management and risk allocation. Daniel Ung, State Street Global Advisors, explains the potential and limitations – and ventures a look into the future of utilising alternative data.

SAP is measured against heavyweights like Microsoft, but also collaborates closely with them in the field of artificial intelligence. CFO Dominik Asam explains why he sees SAP in a strong position in these negotiations, what role US investors play for him, and what AI has to do with instant coffee.

In the race with other economic powers for supremacy in artificial intelligence, Germany is in danger of losing out. This would also weaken all other domestic industries and set the country back in the competition.

In order not to lose pace with the other major economic players, Germany must make a greater effort to develop its own AI infrastructure, ZEW expert Bertschek demands.