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Citigroup TMT Conference: NPOs are racing ahead, the bottleneck for CPOs is testing, and optical interconnects are "the next HBM".

Citigroup TMT Conference: NPOs are racing ahead, the bottleneck for CPOs is testing, and optical interconnects are "the next HBM".

Citigroup believes that NPO has replaced CPO as the preferred trading logic in the near term, while lasers and optical fibers are being positioned as "the next HBM," with expectations of supply shortages driving new valuation narratives for related assets. According to TrendFocus, on September 8th, the Citi

Marvell's stock price surged 241% in one year; CEO: Building trust with hyperscale cloud providers is the core driving force.

Marvell's stock price surged 241% in one year; CEO: Building trust with hyperscale cloud providers is the core driving force.

Chipmaker Marvell Technology's stock price has surged approximately 241% over the past year, far outpacing rival Broadcom's 6.6% gain during the same period. CEO Matt Murphy attributes this impressive performance to a core asset built over a decade: deep relationships of trust with the world&

The true significance of GPT-6 Astra: It shifts the focus of "AI narrative" from "demand debate" to "physical bottlenecks."

The true significance of GPT-6 Astra: It shifts the focus of "AI narrative" from "demand debate" to "physical bottlenecks."

The release of a model is changing the direction of market debate. For the past few months, the market has been debating one question: "How much infrastructure is needed to serve known AI needs?" The subtext of this question is: Has AI infrastructure already been over-invested in? However,

Anthropic researcher resigns over concerns about "out-of-control" AI, security worries spread to top labs.

Anthropic researcher resigns over concerns about "out-of-control" AI, security worries spread to top labs.

An Anthropic researcher resigned citing "humans will lose control of AI," becoming one of the company's first employees to leave due to security concerns, which has suddenly heightened external risk assessments of this technological race. According to The Wall Street Journal, Anthropic researcher Jacob Coxon announced

30-year government bond yields 5.82%! UK borrowing costs surge to their highest level since 1998, significantly increasing fiscal budget pressure.

30-year government bond yields 5.82%! UK borrowing costs surge to their highest level since 1998, significantly increasing fiscal budget pressure.

The UK's long-term borrowing costs have risen to their highest level in nearly 30 years, and the global bond sell-off is putting direct pressure on UK public finances. On Tuesday, the UK Debt Management Agency (DMO) completed a £4 billion issuance of 30-year government bonds with a yield

Offshore RMB lending hit a record high, exceeding one trillion yuan, with low interest rates driving a global influx of funds.

Offshore RMB lending hit a record high, exceeding one trillion yuan, with low interest rates driving a global influx of funds.

The era of low RMB interest rates is reshaping the global financing landscape. As the interest rate differential between China and the US widens to near historical extremes, more and more international institutions and foreign governments are turning their attention to the RMB-denominated debt market, pushing offshore RMB lending to

Meta version of "Lobster" -- Zuckerberg's high-stakes "AI assistant Muse" officially released.

Meta version of "Lobster" -- Zuckerberg's high-stakes "AI assistant Muse" officially released.

If the wildly popular OpenClaw showed geeks the prototype of a local AI assistant, then Zuckerberg's gamble on "AI assistant Muse" is a cloud-based "Lobster" that is open to the general public and ready to use out of the box. On September 8, Meta