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Huawei Cloud CEO Zhou Yuefeng: We must cultivate a "silicon-based black soil" for intelligent agents.

Huawei Cloud CEO Zhou Yuefeng: We must cultivate a "silicon-based black soil" for intelligent agents.

Author | Huang Yu “Four years ago, we believed that doing AI meant buying a bunch of computing cards; three years ago, many companies thought doing AI meant developing their own large models. But today, we see that doing AI is about developing and utilizing intelligent agents.” On June 5th, about

Has sodium-ion reached the “lithium iron phosphate moment”?

Has sodium-ion reached the “lithium iron phosphate moment”?

``` Author | Zhou Zhiyu Four years ago, lithium carbonate prices soared, and “the first year of sodium-ion batteries” was a rallying cry throughout the industry. Afterwards, lithium prices fell and the heat faded. Now, with lithium carbonate returning to high levels, sodium-ion batteries are back again—but this time, the story

Databricks CEO: We don’t need AI to be smarter, we just need longer context.

Databricks CEO: We don’t need AI to be smarter, we just need longer context.

``` Ali Ghodsi, Databricks co-founder and CEO, believes that artificial general intelligence (AGI) has already arrived, but the industry's focus has gone astray—the breakthrough for AI models is not to make them "smarter," but to provide sufficient data context. At the recent Bloomberg Tech event, Ghodsi

The biggest surprise about SpaceX going public: retail investors may get up to a quarter of the shares.

The biggest surprise about SpaceX going public: retail investors may get up to a quarter of the shares.

``` SpaceX is about to set a record for the highest retail investor allocation in the history of major IPOs, as Elon Musk is placing retail investors at the center of this $75 billion listing. According to a report by the Financial Times on Friday, people familiar with the matter revealed

Qianwen is about to go head-to-head with WeChat on Agent.

Qianwen is about to go head-to-head with WeChat on Agent.

The capital market has not been so excited about a product rumor for a long time. On June 2, 2026, news emerged that Tencent was preparing to embed Agent capabilities within the WeChat ecosystem. Even though the news had not been officially confirmed, the market was already reacting. On that

Glass substrates are expected to be commercialized in 2027, with NVIDIA and Google likely to be among the first to adopt them.

Glass substrates are expected to be commercialized in 2027, with NVIDIA and Google likely to be among the first to adopt them.

As AI chips continue to evolve towards larger sizes and greater complexity, the competition for next-generation packaging and substrate technologies is intensifying, with glass substrates becoming a focal point in the industry. According to Korean media reports, glass substrates are expected to enter early commercialization in 2027, reach a capacity

Goldman Sachs: Non-U.S. "copper shortage" intensifies; if U.S. tariffs are implemented, LME copper will surge to $14,000 in the second half of the year.

Goldman Sachs: Non-U.S. "copper shortage" intensifies; if U.S. tariffs are implemented, LME copper will surge to $14,000 in the second half of the year.

Goldman Sachs has significantly raised its copper price forecast, increasing the average LME copper price estimate for 2027 by 28% to $13,800/ton. The core logic lies in the sudden expansion of supply gaps in markets "outside the US"—continued US imports and stockpiling have been draining