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AI Sparks a Revolution in Power Architecture: Who Will Be the Biggest Winner in the 800VDC Wave?

AI Sparks a Revolution in Power Architecture: Who Will Be the Biggest Winner in the 800VDC Wave?

``` The exponential growth in AI computing power density is triggering a historic overhaul of data center electric infrastructure. Rack power demand is expected to leap nearly a hundredfold within a decade, forcing a comprehensive renewal of the entire power supply and distribution system from grid entry to chip core, thereby

From $120 plummeting to $72, is silver’s decline not over yet? Three major investment banks issue warnings.

From $120 plummeting to $72, is silver’s decline not over yet? Three major investment banks issue warnings.

``` After the surge in silver prices in 2025, silver is now facing bearish pressure from multiple fronts. On Thursday, the spot price of silver fell to around $72.96/oz, marking a cumulative drop of nearly 40% from the all-time high of $120 reached on January 28 this year. Meanwhile,

Think tank: Driven by the chip supercycle, South Korea’s exports are expected to surge by 30% in 2026.

Think tank: Driven by the chip supercycle, South Korea’s exports are expected to surge by 30% in 2026.

``` South Korea's national think tank has significantly raised its economic growth forecast for this year, attributing the export surge to an AI-driven semiconductor supercycle, but at the same time warning that there are obvious structural concerns behind the impressive data. The Korea Institute for Industrial Economics & Trade

Keling becomes Kuaishou’s “new trump card”: Behind over 300% growth, 75% of revenue comes from overseas, ARR expected to reach $1 billion.

Keling becomes Kuaishou’s “new trump card”: Behind over 300% growth, 75% of revenue comes from overseas, ARR expected to reach $1 billion.

Against the backdrop of pressure on Kuaishou’s core business, Koling has far exceeded expectations in performance, supporting the market's imagination for Kuaishou and causing a shift in Wall Street’s valuation logic. As Wallstreetcn mentioned, on May 27, Kuaishou released its Q1 2026 financial report. Koling AI

When tokens are more expensive than people, the "AI narrative" runs into trouble.

When tokens are more expensive than people, the "AI narrative" runs into trouble.

The rationality of corporate AI spending is being severely tested. Token consumption continues to climb, but quantifiable commercial value remains elusive. On May 22, Andrew Macdonald, COO of Uber, which has a market cap of more than $200 billion, publicly stated on a podcast that the correlation between the growth

The Bank of Korea holds rates steady but raises inflation expectations; two board members call for a rate hike.

The Bank of Korea holds rates steady but raises inflation expectations; two board members call for a rate hike.

The Bank of Korea kept interest rates unchanged but simultaneously sharply raised its inflation and growth forecasts—a combination that sends a clear hawkish signal, prompting markets to bet on a rate hike as early as July. On May 28, the Bank of Korea announced that it would keep the

Pinduoduo aims to become the "Costco + Disney": launching a new round of "investment cycle" by trading "short-term profits" for "long-term growth"

Pinduoduo aims to become the "Costco + Disney": launching a new round of "investment cycle" by trading "short-term profits" for "long-term growth"

``` Pinduoduo is trading short-term profits for a heavier long-term growth curve. The latest financial report for the quarter fell short of market expectations, but the signals released by management are even more critical. The company is prepared to invest on a larger scale in proprietary brands, co-building the supply chain,