Imagine a world where AI and robots have taken over all tasks, from farming and manufacturing to transportation and medical diagnosis. Material wealth is vastly abundant, and daily necessities are nearly free. In such a "post-scarcity era," does the "currency" as we know it today still hold any significance? The birth of currency originated from "scarcity" and the "need for exchange." However, when the productivity of AI becomes powerful enough to eradicate material scarcity,

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. In November 2025, three American technology giants—Microsoft, NVIDIA, and Anthropic—announced a strategic partnership totaling up to $15 billion. This deal not only caused Anthropic's valuation to soar to $350 billion but also marked the entry of the global artificial intelligence industry into a new phase

"Chip-collateralized financing, AI compute economy: The internal circulation among Nvidia, Oracle, and OpenAI." This phrase accurately depicts a tight-knit and symbiotic business model that is currently forming among AI giants. This is not merely a simple supply chain, but a powerful strategic closed loop and ecological alliance. Let's break down in detail how this "internal circulation" operates, and the role and interests of each company within this cycle. I. Role Breakdown

Youth unemployment and the mass production of humanoid robots are intimately linked; they are two manifestations of the same trend, collectively pointing towards a structural revolution in the job market. As Humanoid Robot Mass Production Looms, the Youth Job Market Faces a Structural Revolution —Experts Urge: Educational Transformation and Social Policies Must Urgently Keep Pace with Technological Change As technology companies like Tesla accelerate their plans for the mass

With Tesla officially announcing the mass production timeline for its Optimus humanoid robot, the global job market is on the verge of the most profound structural transformation since the Industrial Revolution. Experts warn that this transformation will not only disrupt traditional labor structures but also pose unprecedented challenges to education, social policy, and legal ethics. I. Technological Maturity Exceeds Expectations, Bringing the General-Purpose Robot Era Forwar

In 2025, the Nobel Memorial Prize in Economic Sciences was awarded to Joel Mokyr, Philippe Aghion, and Peter Howitt in recognition of their outstanding research on "innovation-driven economic growth." The work of these three scholars not only deepens our understanding of "Creative Destruction" but also provides a crucial frame of reference for the future of the AI economy. This article will explore the economic implications of disruptive innovation and, by integrating the dev

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. I. Major Event Overview NVIDIA and Intel jointly announced a major strategic partnership. The two companies will collaborate on the development of multiple generations of data center AI infrastructure and personal computing products. This partnership encompasses three core aspects: Technology Integration:

Against the backdrop of the rapid rise of global artificial intelligence (AI) technology, three tech giants—OpenAI, Oracle, and Nvidia—have joined forces, planning to jointly invest up to one hundred billion dollars to establish a vast computing power empire. This collaboration is not only a significant investment in future AI infrastructure but also a crucial step in the strategic development of each company. Below is an in-depth analysis of the benefits for each company. Op

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. This is a tailored investment report for the fourth quarter (Q4) of 2025, covering five main pillars: Natural Resources (Gold Mining Stocks), Hong Kong Real Estate, AI ETFs (US-China), Mainland CIPS FinTech Stocks, and Private Equity (focusing on Mainland Talent-driven Enterprises). This report integrates

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. A Precisely Executed Fundraising Blueprint for a Journey from Survival to Dominance Foreword NVIDIA's current trillion-dollar market capitalization and dominance in the AI industry were not achieved overnight. Behind its success lies a history of strategic evolution, from being on the brink of bankruptcy t

As the link between university degrees and employment becomes increasingly disconnected, a new educational model is emerging globally: membership-based, subscription-style learning platforms. This wave is fundamentally challenging the monopoly of traditional higher education on talent certification and forging a new path for youth employment. I. The Twilight of the Traditional Diploma: Why New Options Are Needed University education is facing a threefold crisis: Uncontrolled

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. Behind the glory of NVIDIA's current dominance in the AI chip market and its trillion-dollar valuation lies a little-known "history of evolution through failure." Several crises that brought the company to the brink of bankruptcy became the very crucible that forged its core competitiveness. 🎯 Four Key Fa

In the era of intelligent agents, within the value supply chain management architecture, the role of the procurement officer will undergo a profound transformation, shifting from an "operator" to a "designer" and "supervisor." This change is not merely a technological upgrade but a comprehensive restructuring of mindset, skill sets, and organizational positioning. 1. From "Executor" to "AI Trainer" and "Strategy Designer" Traditionally, procurement personnel spend a significa

Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. I. Foreword: When the Term "Demon Stock" is Redefined In the A-share market, "demon stock" was once synonymous with high turnover, high leverage, and high volatility. Today, the meaning of "demon" is being rewritten by Cambricon ( 688256.SH ). In seven years, it has leaped from a paper by the Chinese Acade

In the realms of economics and investment, "proactive deployment" refers to the practice of identifying trends in advance and...

Disclaimer: The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or...

NVIDIA officially surpassed a $4 trillion market value on July 9, 2024 , overtaking Apple and Microsoft to become the world's most...

In today’s fiercely competitive global tech industry, NVIDIA, as a global leader in graphics processing and artificial intelligence...

I. Macroeconomic Cycle: "Technology-Driven Recovery and Adjustment Phase" in 2025 Based on Kondratiev Wave theory and Schumpeter’s...

In June 2025, during the "Rising Lion" operation, the short but intense conflict between Israel and Iran marked a milestone in the...