AI Business

When a Shortage of Computing Power Backfires on Microsoft?

Microsoft CFO Amy Hood paused data centers, sparking a compute shortage and Azure growth fears.

Apr 4 • Meng Li

How OpenAI & Anthropic's Rift Rewrites AI Investment

How OpenAI's boundaryless expansion and Anthropic's disciplined IPO strategy reveal AI's shift from technological euphoria to commercial rationality—and…

Mar 30 • Meng Li

CPU Shortage Hits, But Intel Stalls: Who Stole the Valuation?

CPU shortages hit but Intel lags. Discover why the market rewards new computing architectures over passive supply constraints.

Mar 25 • Meng Li

When AI Erases Moats, What Happens to Markets?

How AI disruption could compress stock valuations to 2–7x cash flow and reshape capital markets entirely.

Mar 23 • Meng Li

Meta, Google set to launch soon?

SMBs prioritize Google and Meta for ads while exploring AI tools. Morgan Stanley analysis reveals usage trends, ROI shifts, and AI's impact on the…

Mar 19 • Meng Li

AI Showdown: The Ambitions of Amazon, Microsoft and Google

How Amazon, Microsoft, and Google are taking three different paths in the AI race: infrastructure, software, and the physical world.

Mar 18 • Meng Li

Nvidia's new chip: 10x power, OpenClaw freed

NVIDIA unveils Vera Rubin AI chips with 10x efficiency, plus NemoClaw for secure AI agents, targeting $1T computing market by 2027.

Mar 17 • Meng Li

Tesla is challenging the entire chip industry chain

See how Tesla's Terafab plan challenges the global chip industry's division of labor, as AI computing power drives vertical integration.

Mar 16 • Meng Li

When the strongest software and the strongest hardware begin to ally

Palantir and NVIDIA's deep alliance creates a complete AI data center solution, signaling a new era of integrated infrastructure and potential ecosystem…

Mar 15 • Meng Li

Oracle's AI Boom: Orders Surge, Cash Flow Strains

Discover the AI truth behind Oracle's earnings: record cloud revenue and RPO growth, but negative free cash flow from massive AI infrastructure…

Mar 11 • Meng Li

Nvidia jumps into AI agents, building toward a trillion-dollar ecosystem

Nvidia enters AI agent battle with NemoClaw signaling shift from compute wars to operating system wars. A trillion dollar ecosystem takes shape as AI…

Mar 10 • Meng Li

S&P 500 Shake-Up: AI Infrastructure Takes Over

S&P 500 index change signals a major shift from internet consumer stocks to AI infrastructure. Discover why Vertiv, Lumentum, and others are in while…

Mar 9 • Meng Li

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