All-Weather Media

Latest

GitHub is no longer pretending: The era of cheap AI programming is over, and from now on, charges will be based on tokens.

GitHub is no longer pretending: The era of cheap AI programming is over, and from now on, charges will be based on tokens.

``` Microsoft’s GitHub Copilot is officially bidding farewell to the era of “burning money subsidies.” This shift in its billing model is redefining the value boundaries of AI programming tools —— Large enterprises may be able to absorb it, but small and medium-sized developers and individual users are facing a real

75 billion euros invested in France, Masayoshi Son aims to build Europe's largest data center

75 billion euros invested in France, Masayoshi Son aims to build Europe's largest data center

``` SoftBank founder Masayoshi Son has placed France at the core of his global AI blueprint. On May 31, SoftBank announced it would invest up to 75 billion euros in France to build a large-scale AI computing cluster network, marking what will become Europe's largest data center project to

Next week's major events: U.S. Nonfarm Payrolls, ComputeX Conference, Unitree IPO review, Meituan and Broadcom earnings reports

Next week's major events: U.S. Nonfarm Payrolls, ComputeX Conference, Unitree IPO review, Meituan and Broadcom earnings reports

June 1 - June 7 Weekly Overview of Major Financial Events, all times are Beijing time: Technology Industry: AI computing power and robotics resonate as dual themes. The three chip giants gather at the Computex conference, with Jensen Huang giving a speech on Monday. Morgan Stanley expects Nvidia to fully

The Next Flashpoint in the AI Arms Race! Goldman Sachs: Capacitors Are the "New Memory"

The Next Flashpoint in the AI Arms Race! Goldman Sachs: Capacitors Are the "New Memory"

``` In the infrastructure arms race of the AI supercycle, successive supply and demand bottlenecks have given rise to waves of market winners—data centers, energy infrastructure, and memory chips have become the focus of capital. Goldman Sachs’ latest research points out that the next bottleneck about to erupt is the

Home energy storage unicorn Base Power plans to raise funds, with a valuation approaching $12 billion.

Home energy storage unicorn Base Power plans to raise funds, with a valuation approaching $12 billion.

Home energy storage startup Base Power is currently in negotiations for a new round of financing, with the latest valuation possibly reaching $12 billion, three times higher than its previous round less than a year ago. This reflects the capital enthusiasm for the home energy storage sector amid the surge

Yields on Japanese government bonds soar to multi-decade highs, BOJ's quantitative tightening may end earlier than expected.

Yields on Japanese government bonds soar to multi-decade highs, BOJ's quantitative tightening may end earlier than expected.

Japan’s government bond yields have recently surged to their highest levels in decades, intensifying turbulence in the bond market and forcing the Bank of Japan (BOJ) to re-examine its quantitative tightening path. Reuters, citing two sources familiar with the matter, reported that the BOJ will convene a policy meeting

TrendForce significantly raises forecast for the memory market: scale expected to exceed $1.28 trillion by 2027.

TrendForce significantly raises forecast for the memory market: scale expected to exceed $1.28 trillion by 2027.

``` Agentic AI-driven structural demand expansion is reshaping the global storage market landscape. Market research firm TrendForce has significantly raised its latest industry forecasts, predicting that the global storage market will surpass $1.28 trillion by 2027. The supply gap will be difficult to bridge in the short term, and the