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American AI capital is making a huge bet, gambling with the fate of the US dollar.

American AI capital is making a huge bet, gambling with the fate of the US dollar.

The United States is mobilizing capital on an unprecedented scale, deeply binding the AI race to the dollar's hegemony. The logic of this high-stakes gamble is clear and aggressive: to use the full opening of capital markets to fund AI infrastructure, to use blockchain technology to reshape the

JPMorgan Chase: A break above 155 for the yen could trigger a wave of short covering, with the appreciation potentially exceeding expectations.

JPMorgan Chase: A break above 155 for the yen could trigger a wave of short covering, with the appreciation potentially exceeding expectations.

The recent sharp appreciation of the yen is pushing short positions, amounting to over $100 billion, to a tipping point. JPMorgan strategists have warned that if the USD/JPY pair falls below 155, there is a risk of a concentrated liquidation of large outstanding short yen positions, potentially triggering a

Elon Musk's "Boring Company" has completed a new round of financing, valued at $20 billion; investors will now have to help it attract business.

Elon Musk's "Boring Company" has completed a new round of financing, valued at $20 billion; investors will now have to help it attract business.

Elon Musk's tunneling startup, The Boring Company, recently completed a new round of funding, valuing the company at approximately $20 billion. According to a recent report in the Wall Street Journal, the company made an unusual condition to some investors: those wishing to participate in this round of

Volkswagen approves "historic restructuring": another 50,000 jobs to be laid off, doubling the previous scale, and its model lineup halved in the past decade.

Volkswagen approves "historic restructuring": another 50,000 jobs to be laid off, doubling the previous scale, and its model lineup halved in the past decade.

Volkswagen is undertaking the largest structural transformation in its history. According to the Financial Times, the supervisory board unexpectedly approved a comprehensive restructuring plan proposed by CEO Oliver Blume on Thursday . The plan includes cutting another 50,000 jobs and reducing the model lineup by up to 50% by 2035

Anthropic: We don't engage in price wars; we only do valuable business.

Anthropic: We don't engage in price wars; we only do valuable business.

Anthropic's Chief Business Officer explicitly stated that the company will not participate in price competition within the AI industry, but will instead focus on unlocking value for enterprise clients. On September 3, Bloomberg, citing sources familiar with the matter, reported that Anthropic is expected to complete a $15

Geothermal energy is once again attracting attention: AI's electricity demand may become a key catalyst for the industry's rapid growth.

Geothermal energy is once again attracting attention: AI's electricity demand may become a key catalyst for the industry's rapid growth.

Geothermal energy is quietly coming into the view of some investors, becoming a potential theme that has not yet been fully priced in within the narrative of electricity demand for AI infrastructure. As the demand for stable, large-scale power from AI data centers continues to rise, next-generation enhanced geothermal systems

Goldman Sachs: Traffic through the Hormuz has recovered to two-thirds, with 5 million barrels of "dark ships" flowing in daily.

Goldman Sachs: Traffic through the Hormuz has recovered to two-thirds, with 5 million barrels of "dark ships" flowing in daily.

Oil flows in the Strait of Hormuz are recovering, but what the market is seeing is only the tip of the iceberg. On Wednesday, Goldman Sachs strategist Yulia Zhestkova Grigsby and her team informed clients that Gulf oil exports had rebounded to 15 to 16 million barrels per day, about