After the midterm elections, data center construction faces risks of regulatory and approval tightening, but rising GPU leasing prices are expected to compensate for the losses from reduced capital expenditures. This mechanism will drive a structural rotation in AI investment logic: hyperscalers wit...

A long-time skeptic of AI, tech veteran Jack Selby stated that the Anthropic IPO may mark the peak of the AI market, potentially triggering a chain reaction of corrections once the lock-up period expires. He also pointed out that over 80% of Anthropic's revenue is non-recurring and high capital expe...

The rating agency anticipates a deterioration in international credit conditions, despite major economies continuing to grow. The rising cost of financing, investments in artificial intelligence, and increased government intervention will mark the coming year.