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How much compute does the world really need?

我们到底需要多少算力?

SpaceX bond sale signals markets are in ‘bubble territory’, warns Allianz CIO

安联CIO:SpaceX上市后旋即发债突显市场进入泡沫区间

Sanae Takaichi sets out Japan’s largest-ever investment roadmap

高市早苗公布日本史上最大手笔投资路线图

The profits boom is a mixed blessing

企业利润好看的背后

Anthropic accuses Alibaba of obtaining ‘illicit’ access to Claude

Anthropic指控阿里巴巴非法访问Claude

Stripe and Anthropic invest in combating respiratory diseases

企业与慈善捐赠者联手向呼吸道感染宣战

Nato chief reveals Italy allowed US planes to use bases in Iran war

“意大利在伊朗战争期间允许美国军机使用境内基地”

Putin’s system is in a state of slow implosion

普京的“战争金库”还能撑多久

China’s premier defends subsidies and lauds innovation at ‘Summer Davos’

李强在“夏季达沃斯”驳斥补贴说,强调中国创新能力

Andre Juice's PCB gambit: A sweet pivot or a sour distraction?

安德利果汁跨界豪赌PCB 是华丽转身还是不务正业?

Nvidia’s banned AI chips double in price on China’s black market

英伟达被禁AI芯片在中国黑市价格翻倍

Zelenskyy may get the last laugh over Trump

泽连斯基有望笑到最后

Alibaba sues Pentagon over inclusion on Chinese military blacklist

阿里巴巴就1260H名单起诉五角大楼

SiliconFlow’s AI ‘token factory’ dream gets $300 million vote of confidence

不造大模型只做Token工厂 硅基流动获资本押注

China and the US, accidental climate saviours of the world

中美在不经意间成为气候救星

Renewable energy group to raise $3.6bn in China’s biggest IPO for 4 years

华润新能源拟募资36亿美元,缔造中国四年来最大IPO

Why sinodollars outweigh the petroyuan

为什么说“中国美元”比石油人民币更有分量?

Finally, a use for corporate bullshit

企业废话终于有了用处

Cainiao rolls out ZeeBot in latest step toward ‘Dark Warehouses’

菜鸟推出ZeeBot,迈向“黑灯仓库”的最新一步

America’s allies look to declare independence from the US

美国的盟友为何纷纷寻求“独立”?

Waiting for Andy: what will a Burnham premiership mean?

安迪•伯纳姆会将英国带向何方?

Hundreds of ships wait outside Gulf for full opening of Hormuz Strait

数百船舶在霍尔木兹海峡外侧等待通过

Sir Keir Starmer steps down as UK prime minister

英国首相斯塔默宣布辞职

China restricts trading with some US rare earth companies

中国限制与数家美国稀土企业开展贸易

Bangladesh ‘doubles down’ on push to claw back missing $230bn

孟加拉国寻求追回从国库消失的巨额资金

Cuba passes ‘urgent’ reforms to liberalise economy under US pressure

古巴在美国压力下出台“紧急”改革

Rahm Emanuel says Trump ‘got schooled’ by Iran in bad ceasefire deal

美国前驻日大使:特朗普被伊朗“上了一课”

Ukraine warns Belarus of ‘consequences’ over drone equipment

乌克兰施压白俄罗斯拆除境内无人机中继站

China’s tribute system and the new world order

中国的朝贡体系与世界新秩序

What is the point of Berkshire Hathaway?

伯克希尔哈撒韦存在的意义是什么?

From scarcity to execution: China's AI valuation reset

稀缺性红利消退 中国AI估值逻辑生变

The risks of borrowing from China’s economic playbook

FT社评:效法中国的经济模式有什么风险?

PPLabs eyes capital refresh as losses linger on heavy investments

亏损持续负债上升 派想未来上市补血

JPMorgan Chase cuts off Anthropic access for its Hong Kong staff

摩根大通禁止香港员工使用Claude模型

Starmer avoids Trump spat at what might be his last G7 summit

G7法国峰会是斯塔默的“告别演出”吗

Germany backs French push for US-style tariffs and quotas

欧盟大国支持创建特朗普式贸易工具

We have to manage the AI revolution

我们必须管理AI革命

Lululemon apologises after Japanese drum controversy at Great Wall yoga event

长城瑜伽活动疑似使用日本鼓,露露乐蒙公开致歉

Donald Trump says Syria should fight Hizbollah instead of Israel

特朗普提议由叙利亚代替以色列打击真主党

EU lawmakers approve long-delayed US trade deal

欧洲议会批准欧美贸易协议

If Brussels starts a trade war, Beijing will finish it

如果欧盟发动贸易战,如何收场将由中国说了算

China’s Xi Jinping hosts Myanmar general who staged coup

习近平欢迎缅甸总统敏昂莱访华

Global imbalances need not lead to trade wars

全球失衡不需要引向贸易战