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Artificial Intelligence / Google / AI Chip

Progress of third-party sales of Google TPU

Follow up on the pricing, production capacity, customer expansion of Google's self-developed TPU for external sales, and its impact on the competitive landscape of the AI cloud computing market.

πŸ‘₯ 3.1δΈ‡ following πŸ‘€ 13.9δΈ‡ views # 7xOe
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Artificial Intelligence / OpenAI / AI Chip

Progress of OpenAI's self-developed AI chips

Observe the mass production plan, production capacity, deployment progress of OpenAI's first inference chip Jalapeno, and its impact on the pattern of the AI computing power market.

πŸ‘₯ 3δΈ‡ following πŸ‘€ 8.6δΈ‡ views # OEiq
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UK / Central Bank / Interest Rate

Bank of England's September interest rate decision

Focus on the results of benchmark interest rate adjustments from the Bank of England's September monetary policy meeting, as well as changes in judgments on inflation and economic growth in the monetary policy statement.

πŸ‘₯ 4.6δΈ‡ following πŸ‘€ 7δΈ‡ views # xjef
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Iran / Hormuz / Geopolitics

Negotiations between Iran and Gulf states on the Strait of Hormuz agreement

Follow up on the consultation process between Iran and Gulf states in Oman, and pay attention to the conclusion and terms of the provisional shipping management agreement for the Strait of Hormuz.

πŸ‘₯ 4.4δΈ‡ following πŸ‘€ 9.1δΈ‡ views # v2BK
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U.S. / Bill / Legislation

Senate voting result of the U.S. CLARITY Act

Follow up on the key voting progress of the CLARITY Act in the U.S. Congress, focus on voting results, adjustments to the bill content and changes in the subsequent legislative process.

πŸ‘₯ 4.1δΈ‡ following πŸ‘€ 9.8δΈ‡ views # rA3f
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South Korea / Stock Market / Trading Mechanism

South Korea's exchange launches after-hours stock trading

Follow the operation, trading volume changes and impact on South Korea's stock market liquidity of the after-hours stock trading launched by the South Korean exchange on September 14.

πŸ‘₯ 4.1δΈ‡ following πŸ‘€ 7.1δΈ‡ views # Pwk4
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Artificial Intelligence / Singapore / Governance

Progress of Singapore's lightweight AI governance model

Observing the implementation of Singapore's AI agent governance framework, generative AI data guidelines, and adjustments to the actual operational effect of the industry self-governance model.

πŸ‘₯ 4.5δΈ‡ following πŸ‘€ 7.1δΈ‡ views # 7pQK
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Finance / A-Share / China

Progress of long-term capital entering China's A-share market

Track the scale of long-term capital such as social security, insurance and annuity entering the market, the expansion of new capital sources, as well as changes in capital market system construction including IPO and delisting.

πŸ‘₯ 4.1δΈ‡ following πŸ‘€ 8.8δΈ‡ views # EYNr
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AI / China / Humanoid Robot

Progress of embodied intelligence and mass production of humanoid robots in China

Focus on the implementation of the embodied intelligence industrial chain under China's 15th Five-Year Plan, follow up on core chip R&D, scenario testing progress, mass production delivery and changes in the industry competition landscape.

πŸ‘₯ 3.9δΈ‡ following πŸ‘€ 8.3δΈ‡ views # gS16
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Artificial Intelligence / Japan / Data Policy

Controversial dynamics over the implementation of Japan's lenient AI data policy

Follow up on the implementation of sensitive data for AI training after Japan revised its Personal Information Protection Act, as well as opposition criticism and changes in privacy risk prevention and control.

πŸ‘₯ 3.8δΈ‡ following πŸ‘€ 8.3δΈ‡ views # fOm5
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Finance / Real Estate / China

Dynamics of China's real estate market regulation

Focus on the implementation of reasonable housing purchase credit support in China, the advancement of risk prevention measures, and the changing trends of market demand, prices and sales data.

πŸ‘₯ 3.7δΈ‡ following πŸ‘€ 7δΈ‡ views # dR7A
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Artificial Intelligence / South Korea / Regulation

Implementation Dynamics of South Korea's Artificial Intelligence Basic Act

Follow up on the practical changes of regulatory implementation for high-impact AI scenarios, safety assessment execution, and the balance between industry innovation and regulation after the entry into force of South Korea's AI Basic Act.

πŸ‘₯ 3.6δΈ‡ following πŸ‘€ 12.3δΈ‡ views # shvh