Admin

``` Nearly one trillion dollars of enterprise software stocks were sold off following the launch of Anthropic’s new products, exposing the market’s excessive panic over AI threats. Barclays points out that investors have overlooked a key technological distinction: AI tools are indeed eroding the application layer business of SaaS

Order volume surged year-on-year, with $15 billion in orders on hand (six times last year's total revenue), and 2026 revenue guidance of $13.5 billion (well above analyst expectations)—Vertiv's data clearly shows: liquid cooling has shifted from an "optional solution" to a "

Meta received a rare warning from its auditing firm in its latest annual report, as Ernst & Young flagged the accounting treatment of its $27 billion data center project as a "critical audit matter," highlighting the complexity and risk involved in its judgment. According to a Wall Street

``` The US and Japan are close to finalizing the first three projects of a $550 billion investment fund, which is a core component of the bilateral trade agreement reached last year. According to Bloomberg sources on Thursday, the first three shortlisted projects are a data center infrastructure project led by

The EU's climate policy is undergoing a major shift, with considerations of industrial competitiveness beginning to outweigh the previous consensus on emission reduction. According to a Bloomberg report on Thursday, German Chancellor Friedrich Merz stated at the heavy industry summit in Antwerp, Belgium that if the EU Emissions

``` Lenovo's Hong Kong shares fell more than 5% on Thursday afternoon. Despite AI driving third fiscal quarter revenue to a record high, net profit fell 21% year-on-year, gross margin was below expectations, and the infrastructure business continued to run at a loss, causing market concerns over the quality