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Microsoft leases Texas data center abandoned by Oracle and OpenAI, partners with Nvidia on nuclear-powered AI collaboration.

Microsoft leases Texas data center abandoned by Oracle and OpenAI, partners with Nvidia on nuclear-powered AI collaboration.

``` Microsoft is accelerating the expansion of its AI infrastructure landscape, taking in the “abandoned projects” of its competitors. According to Bloomberg, citing sources, Microsoft has agreed to lease a data center project in Texas, which was originally developed by Oracle and OpenAI, but both companies eventually abandoned related negotiations. This

Haidilao, facing a decline in table turnover rate, is starting to set the stage for its "side businesses."

Haidilao, facing a decline in table turnover rate, is starting to set the stage for its "side businesses."

``` Against the backdrop of intense competition in the food and beverage market, even industry leader Haidilao is undergoing a deep structural adjustment. On March 24, Haidilao released its full-year 2025 financial report: annual revenue reached 43.225 billion yuan, maintaining a steady growth of 1.1%. However, the main brand

J.P. Morgan Alibaba Investor Meeting: The company's long-term value narrative remains intact, and there is significant undervaluation of the option value in its valuation.

J.P. Morgan Alibaba Investor Meeting: The company's long-term value narrative remains intact, and there is significant undervaluation of the option value in its valuation.

``` Although the investor meeting held after Alibaba’s earnings release reinforced its long-term investment narrative, JPMorgan believes the company’s stock price will remain constrained in the short term by the pace of earnings realization. The bank maintains an “Overweight” rating for Alibaba’s US and Hong Kong stocks, with

Surging war expenses combined with tariff reductions threaten to make Besson's 3% deficit target "difficult to achieve."

Surging war expenses combined with tariff reductions threaten to make Besson's 3% deficit target "difficult to achieve."

``` The outlook for U.S. fiscal policy is facing dual pressures. The Supreme Court's overturning of the Trump-era broad tariffs, coupled with extra costs from the Iran conflict, has made it increasingly difficult for Treasury Secretary Bessent to achieve the goal of lowering the deficit-to-GDP ratio to the

Broadcom executive admits: TSMC's production capacity has gone from "nearly unlimited" to "reaching its limits."

Broadcom executive admits: TSMC's production capacity has gone from "nearly unlimited" to "reaching its limits."

``` The explosive growth in demand for AI chips is pushing the global semiconductor supply chain to a critical point. Broadcom executives have warned that TSMC's capacity has become a key bottleneck in the supply chain, and the shortage pressure is spreading from the chips themselves to upstream and

What is the real focus of the debate over routes at the OFC Optical Communication Conference?

What is the real focus of the debate over routes at the OFC Optical Communication Conference?

``` The rapid expansion of AI computing infrastructure is fostering a technological strategy game that sweeps across the entire supply chain. At this year's GTC and OFC optical communication conferences, the trade-off between copper and optical solutions for data interconnect, the large-scale advancement of the 800VDC power architecture, and

Overseas funds are accelerating their withdrawal, and U.S. Treasury bonds are facing the largest selling pressure in six years!

Overseas funds are accelerating their withdrawal, and U.S. Treasury bonds are facing the largest selling pressure in six years!

``` The U.S. Treasury market is currently facing potential selling pressure from overseas official investors, a development that has sparked heightened market vigilance. According to Chasing Wind Trading Desk, a research report released by Deutsche Bank on March 23 shows that the holdings of U.S. Treasuries in foreign official