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JPMorgan Chase Report: AI hashrate demand fundamentals remain unshaken, with capital expenditure by the seven major cloud vendors projected to increase from $443 billion in 2025 to $1.577 trillion in 2027.
JPMorgan Chase analysts, including Gokul Hariharan, stated in their Asia Tech Strategy report published on September 16 that market concerns about AI infrastructure investment are overblown, and open-
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Barclays Research Report: For every $100 in revenue generated by AI model companies, $35-40 flows to cloud vendors, who then earn an operating profit of $10-20 from this. AI labs' paid inference profit margins have surged to over 50%-65%.
Barclays, in its August 28 research report on AI industry unit economics, noted that AI labs' paid inference profit margins have surged from low double-digits in 2025 to over 50%-65% in 2026, with adj
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JPMorgan Chase Report: AI hashrate demand fundamentals remain unshaken, with capital expenditure by the seven major cloud vendors projected to increase from $443 billion in 2025 to $1.577 trillion in 2027.
JPMorgan Chase analysts, including Gokul Hariharan, stated in their Asia Tech Strategy report published on September 16 that market concerns about AI infrastructure investment are overblown, and open-
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Barclays Research Report: For every $100 in revenue generated by AI model companies, $35-40 flows to cloud vendors, who then earn an operating profit of $10-20 from this. AI labs' paid inference profit margins have surged to over 50%-65%.
Barclays, in its August 28 research report on AI industry unit economics, noted that AI labs' paid inference profit margins have surged from low double-digits in 2025 to over 50%-65% in 2026, with adj
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24H Trending
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Alibaba's Tongyi Qianwen has launched three AI hardware products: the AI Glasses N1 series starting from 2,218 yuan, and AI ear-clip headphones starting from 1,099 yuan.
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India's Finance Minister Sitharaman Says RBI Will Likely Continue Efforts to Curb Rupee Volatility
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Air France confirms compliance with Israeli rule barring crew from certain nations
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China's central bank increased its gold holdings by 740,000 ounces in September, the largest increase in three years, to reduce its exposure to U.S. dollar assets.
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BYD's Denza brand may set up Europe car financing unit as soon as next year to rival BMW, Mercedes
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Russia's largest bank Sberbank secures approval to trade crypto, plans to launch services on December 1
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The utilization rate of frontier AI models plummeted from 55% in Q1 2025 to 14% in Q3 2026, as the market shifted towards cost-effectiveness.
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The Federal Reserve's Austan Goolsbee stated that AI is an inflation issue.
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Hong Kong stocks edge up on Tuesday, mainland blue-chip index hits over one-year low as AI selloff subsides
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Upbit to suspend all services for server maintenance from 02:00 to 08:00 on Oct. 19
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