Keywords: Demand
Beijing has instructed Chinese tech firms to pause orders for Nvidia's advanced H200 AI chips while regulators finalize import requirements, according to multiple reports this week. The directive coincides with deliberations over mandating purchases of domestic chips alongside each H200 order. This......
Artificial intelligence expansion and soaring defense budgets will propel global copper demand up 50 percent by 2040, risking severe shortages that could hinder economic growth and technological progress, according to a study released Thursday by S&P Global. Annual copper demand will hit 42 million......
Gold and copper concluded 2025 with record-breaking performances, marking significant annual gains driven by a combination of monetary policy shifts, soaring industrial demand, and geopolitical uncertainties. Gold surged over 64% this year, trading around $4,330 per ounce, reflecting its steepest annual......
China’s industrial sector saw a sharp drop in profits in November, reflecting persistent deflationary pressures and weakening domestic demand that continue to challenge the country’s post-pandemic recovery. Official data showed that profits for major industrial firms fell 13.1% year-on-year......
Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......
Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......
OpenAI and Google have simultaneously imposed tighter restrictions on free access to their most popular AI tools in response to soaring infrastructure costs. This shift marks a departure from previous periods of subsidized free usage toward encouraging paid subscriptions as demand overwhelms server capacities.......
China’s industrial profits fell by 5.5 percent in October compared to the same month last year, marking a significant reversal after two months of strong growth. The drop highlights the persistent economic challenges faced by the country’s industrial sector, despite eased trade tensions with......
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