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At the G20 summit, tech leaders set their sights on the "electricity" and "human resources" bottlenecks in AI infrastructure!

At the G20 summit, tech leaders set their sights on the "electricity" and "human resources" bottlenecks in AI infrastructure!

The biggest obstacle to building AI infrastructure is shifting from computing power to electricity . At the G20 Science and Technology Ministers' Meeting, Musk and Zuckerberg appeared together in a rare joint statement, warning global policymakers that a shortage of skilled workers and insufficient power supply are becoming two major

Where is the "El Niño trade" at?

Where is the "El Niño trade" at?

El Niño is rapidly intensifying, and its impact is spreading across the supply chain. Given this divergence in timing, which sectors have already realized their gains, and which are still in the process? A recent research report from China Merchants Securities points out that El Niño primarily affects industries through

Global bond yields fell, South Korean stocks closed up 0.26%, the yen surged, and Brent crude oil fell more than 1% intraday.

Global bond yields fell, South Korean stocks closed up 0.26%, the yen surged, and Brent crude oil fell more than 1% intraday.

Asian stocks generally rose on Thursday, global bond yields fell, and oil prices stabilized after a three-day winning streak. This followed US President Trump downplaying the possibility of a protracted US-Iran conflict, easing market tensions. Meanwhile, the yen strengthened significantly, triggering speculation about possible intervention in the foreign exchange market

HP is keeping pace with Dell: Accelerating its AI business expansion and raising its revenue growth forecasts for this year and next.

HP is keeping pace with Dell: Accelerating its AI business expansion and raising its revenue growth forecasts for this year and next.

HP Enterprise's quarterly results exceeded expectations, with demand for AI servers and networking businesses continuing to accelerate. This prompted the company to raise its revenue growth guidance for the current and next fiscal year, continuing the strong industry signal following Dell Technologies' better-than-expected performance. HP reported revenue

Broadcom's strongest guidance in history stems from the collective "chip rush" among AI giants; Google is no longer the only answer.

Broadcom's strongest guidance in history stems from the collective "chip rush" among AI giants; Google is no longer the only answer.

Following its latest quarterly earnings release, chip giant Broadcom officially provided guidance for $230 billion in AI chip revenue for fiscal year 2028, promising earnings per share exceeding $30. This figure not only far exceeded Wall Street's previous expectations but also prompted several top Wall Street investment banks

The probability of an interest rate hike rose from 37% to 67% in one week. The New York Fed president said that the rise in long-term bond yields reflects a robust economy.

The probability of an interest rate hike rose from 37% to 67% in one week. The New York Fed president said that the rise in long-term bond yields reflects a robust economy.

Market bets on a Federal Reserve rate hike this month have surged in a week, but a speech by a senior Fed official provided a marginal buffer for the tight bond market. According to CME Group's FedWatch tool, the market expects the probability of the Federal Reserve raising

Korea Electric Power Corporation (KEPCO) is demanding 25 trillion won in advance payments for electricity from Samsung and SK Hynix.

Korea Electric Power Corporation (KEPCO) is demanding 25 trillion won in advance payments for electricity from Samsung and SK Hynix.

Korea Electric Power Corporation (KEPCO) is seeking to monetize future electricity revenue in advance to address funding gaps for grid expansion, with two major chip giants potentially becoming key sources of financing. The Korea Electric Power Corporation (KEPCO) has proposed a plan to Samsung Electronics and SK Hynix, requiring the