All-Weather Media

Latest

Tesla, Meta, and Figure—a "photon war" is underway

Tesla, Meta, and Figure—a "photon war" is underway

``` The field of artificial intelligence robotics is undergoing an unprecedented "photon scramble," as major tech giants are frantically collecting visual data from the real world to train AI robots. According to Hard AI, Morgan Stanley stated in its latest research report that with the development of AI robots

NVIDIA invests tens of billions in OpenAI—is it a real gamble or just a capital performance?

NVIDIA invests tens of billions in OpenAI—is it a real gamble or just a capital performance?

``` The $100 billion collaboration announced by Nvidia and OpenAI is less a routine business transaction and more a meticulously orchestrated capital spectacle. According to the agreement announced on Monday local time, Nvidia will provide OpenAI with advanced chips urgently needed for the large-scale data centers required to build, train, and

"U.S. economic growth + Federal Reserve rate cuts = risk assets 'keep rising'?"

"U.S. economic growth + Federal Reserve rate cuts = risk assets 'keep rising'?"

``` The feast for risk assets may be far from over. According to Chase Wind Trading Desk, HSBC’s September 22 research report “Up, Up, and Up Again” pointed out that signs of re-acceleration in U.S. economic data combined with Fed rate cuts constitute a “powerful catalyst” that will continue

Consulting giant warns: Surging demand for computing power may lead to an $800 billion revenue gap in the AI industry by 2030.

Consulting giant warns: Surging demand for computing power may lead to an $800 billion revenue gap in the AI industry by 2030.

``` Behind the wave of AI companies announcing data center investment plans worth hundreds of billions of dollars, a more severe issue is emerging—how to generate enough revenue to cover these enormous expenditures. Recently, global consulting giant Bain & Company warned that the AI industry is facing an unprecedented revenue

From the perspective of total factor productivity: The AI competition and Lao Deng's view of the "Era of Computing Power" [Fu Peng Says 5]

From the perspective of total factor productivity: The AI competition and Lao Deng's view of the "Era of Computing Power" [Fu Peng Says 5]

``` “Viewing the world from the trading desk, Fu Peng comments on finance.” ‘Fu Peng Says’ Season Six Fully Upgraded!Subscribe Now This year is the tenth year of WallstreetCN’s annual column “Fu Peng Says”! Fu Peng Says Season Six is officially launched! The sixth season will be fully upgraded,

Legislation, stablecoins, IPOs, Treasury—cryptocurrency is disrupting the U.S. financial market.

Legislation, stablecoins, IPOs, Treasury—cryptocurrency is disrupting the U.S. financial market.

``` From stablecoin legislation, the surge of new stablecoins, the IPO boom of cryptocurrency companies, to traditional stock companies acquiring crypto assets on a large scale, four major trends are integrating cryptocurrencies into the traditional financial system with unprecedented depth and breadth, creating billions of dollars in profits for the industry

The US dollar has entered a "bear market mechanism"! Morgan Stanley: Short-selling costs will drop significantly, the Federal Reserve is key, and a government shutdown is a "potential bearish factor."

The US dollar has entered a "bear market mechanism"! Morgan Stanley: Short-selling costs will drop significantly, the Federal Reserve is key, and a government shutdown is a "potential bearish factor."

The US dollar may experience sustained and broad-based sell-offs—this is Morgan Stanley’s latest assessment, which also sees a government shutdown as a “potential bearish” factor for the dollar. On September 23, according to Chasewind Trading Desk, Morgan Stanley said in its latest research report that the US dollar