14+ hour, 16+ min ago  (676+ words) Computing power is being hoarded and sublet like short-term rental apartments. Author: David Lopez Mateos Media headlines suggest GPU compute prices are surging. This narrative is comforting'it fits neatly into the macro framework of "tight supply + insatiable AI demand'and implies…...

1+ week, 2+ day ago  (1133+ words) HSBC believes that current market concerns are overblown, and the AI-driven memory supercycle is only at its midpoint, with shortages likely to persist for one to two years. Recently, memory prices'which had been rising steadily for several months'suddenly reversed course,…...

2+ mon, 1+ week ago  (1312+ words) Renew the Spirit, Reveal the Worth Navigating Web3 tides with focused insights Doubao isn't aiming to build smartphones'it aims to become the entry point for all hardware. On January 26, at Tencent's annual meeting, Pony Ma made a rare public comment on…...