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U.S. tech companies are quietly turning to Chinese AI models, with Coinbase leading the way in adopting GLM and Kimi.

U.S. tech companies are quietly turning to Chinese AI models, with Coinbase leading the way in adopting GLM and Kimi.

``` American technology companies are quietly incorporating Chinese open-source AI models into their production infrastructure. As the costs of top U.S. models continue to rise, companies like Coinbase are making Chinese open-source models the default option, significantly reducing AI expenses without restricting usage. Coinbase CEO Brian Armstrong revealed in a

Computing power shortage: Google quietly imposes Gemini usage limits on Meta

Computing power shortage: Google quietly imposes Gemini usage limits on Meta

``` The supply-demand tension in AI infrastructure is intensifying among the world’s top tech companies. According to informed sources, Google informed Meta around March this year that it could not meet all of its Gemini computing power needs and imposed usage caps on the social media giant—even the world’

Interest rates break 5, gold crashes? Changjiang Securities wants to prove: Rate hikes may not necessarily be bearish for gold.

Interest rates break 5, gold crashes? Changjiang Securities wants to prove: Rate hikes may not necessarily be bearish for gold.

The market intuition of “interest rates above 5% will crash gold” may be a historical bias that needs to be tested. Changjiang Securities’ latest research report points out that this judgment is rooted in 20 years of investment experience in a low interest rate era. In the current historic combination

Before the July Fed meeting, Waller will have two "important appearances," with the first one next week!

Before the July Fed meeting, Waller will have two "important appearances," with the first one next week!

``` As the end-of-July Federal Reserve policy meeting approaches, the market’s grasp on the policy direction of the new chair, Kevin Warsh, remains almost nonexistent. During this window period, Warsh has at least two key opportunities for public appearances, and next week’s trip to Sintra, Portugal to attend the

Next week's major events: US Non-Farm Payrolls, China PMI, Waller to attend ECB Forum, semiconductor "July price hike wave"

Next week's major events: US Non-Farm Payrolls, China PMI, Waller to attend ECB Forum, semiconductor "July price hike wave"

June 28 - July 6 Weekly Major Financial Events Overview, all times Beijing: Key points for next week: On the macro policy front, the U.S. June nonfarm payroll report will be released on July 2. If the data exceeds expectations, it may strengthen Fed rate hike expectations, especially against

Europe hit by the most severe heatwave in history, air conditioners are selling out, Midea PortaSlit “second-hand prices exceed new ones”

Europe hit by the most severe heatwave in history, air conditioners are selling out, Midea PortaSlit “second-hand prices exceed new ones”

``` The most severe heatwave in European history is triggering a frenzy of air conditioner purchases. On June 27, eastern Germany recorded 41.5°C, breaking the highest temperature record for the second day in a row since the start of its meteorological history. On the same day, the Czech Republic

What caused the market turmoil this week? Goldman Sachs partner: It's not the Fed, it's AI rebalancing.

What caused the market turmoil this week? Goldman Sachs partner: It's not the Fed, it's AI rebalancing.

``` The dramatic turbulence in global stock markets this week is not fundamentally caused by macro concerns surrounding the change of Federal Reserve Chair, but rather by an internal structural rebalancing within the AI investment boom—the cyclical nature of the storage sector, extreme hedge fund crowding, and a shift in