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UK Rightmove average asking price index rose 0.7% MoM in September; prior -2.0%.
2026-09-21
UK Rightmove average asking price index rose 0.7% MoM in September; prior -2.0%.
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2026-09-21
JP Morgan projects ASIC/XPU will account for 54% of AI accelerator unit shipments in 2027, surpassing GPUs, and 55% in 2028. It estimates the 2026 custom AI ASIC market at roughly $60–70 billion and forecasts a multi-year CAGR of about 40–50%+. Broad
JP Morgan projects ASIC/XPU will account for 54% of AI accelerator unit shipments in 2027, surpassing GPUs, and 55% in 2028. It estimates the 2026 custom AI ASIC market at roughly $60–70 billion and forecasts a multi-year CAGR of about 40–50%+. Broadcom and Marvell together hold roughly 90% market share, with Broadcom about 80–85%, leaving the market highly concentrated.
2026-09-21
Citi CEO Jane Fraser said advancing AI model capabilities are prompting firms to accelerate cybersecurity defenses, create a global "defense race" and widespread patching. She said Anthropic’s Mythos model raised earlier this year concerns about next
Citi CEO Jane Fraser said advancing AI model capabilities are prompting firms to accelerate cybersecurity defenses, create a global "defense race" and widespread patching. She said Anthropic’s Mythos model raised earlier this year concerns about next‑generation AI cyber risk; Treasury Secretary Scott Bessent and then‑Fed chair Jerome Powell convened Wall Street executives to discuss the model and urged firms to strengthen system protections. Recent tests involving Google and Anthropic systems showed intrusions into enterprise environments, amplifying security worries. Fraser added that AI’s bottleneck has shifted from chips to energy supply, with a marked increase in global energy demand. Qatari PM Mohammed bin Abdulrahman Al Thani said Qatar is partnering with AI firms on responsible investment while security safeguards remain under development.
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