AI Business

Goldman Sachs TMT Conference: 3 Key Signals

Goldman Sachs TMT conference signals AI's shift from chip scarcity to real returns. Broadcom, AMD, and Google TPU news show what matters next.

4 hrs ago • Meng Li

The Next Big AI Trend Most People Haven't Realized

The next AI shift is not about content. It is about understanding and acting in the 3D world.

Sep 8 • Meng Li

The Surge in Sandisk and Micron Comes Down to One Sentence

Why SanDisk and Micron surged 11%. AI demand tightens DRAM and NAND supply, driving a historic memory super cycle.

Sep 6 • Meng Li

The New Geography of the AI Economy

How Artificial Intelligence Is Redrawing the Map of Global Economic Power

Sep 5 • Meng Li and EcoTechAgency

Jensen Huang: Nvidia Has Achieved AGI!

NVIDIA achieves AGI with Avo scoring 100% on ARC‑AGI‑3. Jensen Huang unveils AI agents, record $96B revenue, and a trillion‑dollar compute future.

Aug 28 • Meng Li

Bessent to Use "Trillions in Cash" to Save U.S. Treasuries?

Why did AI stocks fall despite lower Treasury yields? Treasury buybacks and TGA cash can't fix the fiscal deficit or rising long-term funding demand…

Aug 25 • Meng Li

Current Top Tactical Opportunity: Storage and Data Center Sectors

Goldman Sachs sees tactical opportunities in storage and data center sectors as the AI trade shifts from broad rally to fundamentals, earnings…

Aug 23 • Meng Li

Anthropic Buys Consultancy, AI Battle Moves to Enterprise Rollout

Anthropic and Wall Street back Ode to push Claude into enterprise workflows, signaling AI's shift from models to real implementation and process…

Aug 21 • Meng Li

Anthropic Overtakes OpenAI at $65B Run Rate, Eyes $2T IPO

Anthropic's annualized revenue hits $65B, surpassing OpenAI, as IPO valuation talks reach $2T. Revenue surged $18B in two months.

Aug 20 • Meng Li

Google Splits TPU Orders, Is AMD Coming for Broadcom

Google splits TPU orders between Broadcom and AMD. Broadcom faces cuts while AMD eyes v10 entry. Supply chain shifts reshape AI chip competition.

Aug 19 • Meng Li

The Entire Optical Comms Sector Ignites!

NPO vs CPO showdown. Power savings, yield challenges, and 2027 volume forecasts.

Aug 18 • Meng Li

AI's Next Power Shift: Who Wins When the "Rent" Stops?

Sovereign AI and open weights are reshaping enterprise AI. Discover who wins when companies stop paying model rent and take control.

Aug 17 • Meng Li

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts