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In its latest AI infrastructure research report, BofA Securities has significantly raised its forecast for capital expenditure on Chinese AI data centers (AIDC) to $327 billion by 2030, systematically outlining structural investment opportunities for traditional sectors such as copper, PCB materials, optical fiber, transformers, and more as they enter the

``` In response to recent market rumors about delays or even cancellation of Google’s next-generation TPU v9 project, JP Morgan’s latest report clearly refutes this, stating that the project developed by Broadcom is still progressing as planned and is expected to enter mass production in 2028, with no unexpected

``` The AI inference infrastructure market is facing a significant cost and supply shock. At a recent event held by renowned US venture capital firm Altimeter, Baseten CEO Tuhin Srivastava revealed that their cloud service provider had notified them in advance this May that the hourly rental price of Nvidia B200

``` Author | Huang Yu After more than three months since Tencent's WorkBuddy was launched, many domestic users’ use of AI products has shifted from light Q&A to mainly long-context, multi-round reasoning, automated tasks, file reading/writing, and cross-application collaboration, which has rapidly increased resource consumption on the

``` The enthusiasm of retail investors in South Korea for SpaceX reflects the strong global demand for the rocket and artificial intelligence company. According to data from the Korea Securities Depository, on SpaceX's official listing day on June 12th (Friday), more than 14 million individual investors in South Korea

``` The correlation between US stocks and US bond yields has fallen to its lowest level in nearly 30 years. This structural change is reshaping the logic of multi-asset investing and sowing new risks in the market. According to TrendChasing Trading Desk, UBS pointed out in a US equity derivatives strategy

``` NVIDIA and Coherent's optical interconnect strategy is moving from paper to the ground. On June 16, NVIDIA founder and CEO Jensen Huang and Coherent CEO Jim Anderson jointly attended the groundbreaking ceremony for Coherent's expansion plant in Sherman, Texas. This expansion will increase the capacity of