Big Tech capital spending accelerates data center construction race More than 500 local governments impose moratoriums on new permits Community opposition mounts over electricity rate hikes and environmental costs America’s artificial intellig
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Two decades of state procurement built a mass-production base for optical communications China commands 56% of global outsourced optical-module manufacturing capacity through cost and delivery advantages AI data-center expansion amplifies China’s grip over the supply chain
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Long Working Hours and Weak Yen Block Japanese Travelers from Going Abroad Foreign Tourist Arrivals and Spending Reach Record Highs Urgent Need for High-Value Tourism and Regional Diversification to Capitalize on Weak-Yen Windfall Whi
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Surging K-beauty exports become new target for China’s copycat industry Eastern European distribution network exposed by Romanian customs seizure Shift toward premium branding imperative to end war of attrition As K-beauty expands rap
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“Covering the Face Brings Reassurance”: Masks Become Underwear in Japan Mask-Wearing Persists Despite End of Pandemic Restrictions Appearance Anxiety and Social Scrutiny Emerge as Key Drivers Three years after Japan lifted its COVID-19 prevent
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Publishing Industry Reels from Generative AI Controversies and Disputes Major Technology Companies Ensnared in Litigation over AI Training and Use Commercial Value and Credibility of AI-Generated Content Continue to Erode Noise surrounding gen
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Management Proposes “Industry-Cycle Response,” Labor Decries “De Facto Pay Cut” Labor and Management Deadlocked Over Mechanism to Adjust Labor Costs During Downturns Bonus Bargaining Benchmark Spreads to Auto, Shipbuilding and IT Industries
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Meta’s cash burden intensifies amid astronomical AI capital expenditure Forms $14 billion joint venture with BlackRock to tap external capital Risk premium spreads across AI data-center debt market Meta has agreed to establish a joint venture
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Food consumption tax cut to 1% weakens annual revenue base by $34.5 billion Additional bond issuance and refinancing costs likely to rise to fill funding gap Weak yen and rising import prices risk entrenching a fiscal-monetary vicious cycle Japanes
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Tesla Profitability Erodes as Investment in Robot Development and Mass-Production Facilities Expands R&D Spending and Capital Expenditure Surge Despite Lack of Optimus Revenue Prolonged Upfront Investment Burden Expected Until Real-World Productivity Is Proven
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Domestic sales plunge as subsidies are scaled back and curbs on loss-leading discounts tighten Surging Chinese auto exports intensify restructuring pressure on European carmakers Expansion into new businesses still faces obstacles to securing monopoly pricing power
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US electricity market increasingly strained by surging data center demand State and local governments moving to block or delay new facilities Data center projects stalling before construction or remaining idle after completion
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US and Iran abandon ceasefire MOU and resume reciprocal airstrikes Mounting war costs exposing the US to deeper economic and political risks Iran’s economy already near collapse as hard-liner–negotiator power struggle intensifies The US Embassy
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The hiring bar raised simultaneously by the economic slowdown and the spread of AI Employers favor experienced workers with proven validation skills over entry-level candidates Gap between job openings and actual hiring widens amid persistently low layoffs
Read MoreSurging AI accelerator demand pushes TSMC’s CoWoS capacity to its limit Nvidia may allocate some next-generation GPU production to Intel’s EMIB SK hynix and Samsung Electronics expand wafer and back-end capacity in tandem The bottlenec
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BYD turns to local production in response to tighter restrictions on Chinese EVs Approaches Renault in 2024 and 2025, seeking control beyond a conventional partnership Localization strategy runs into defenses of management control, regional sourcing requirements and a high-cost production environment
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Narrowing Performance Gap Among Frontier AI Models Growing Adoption of Task-Specific Model Combinations and Orchestration Shift in Market Competition From Model Performance to Cost per Task The rules of competition in the artificial intelligence
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Honda and Nissan to share next-generation automotive technologies Expanding joint development and standardization efforts to include component subsidiaries Pursuing economies of scale to strengthen competitiveness in the era of software-defined vehicles
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Limits of Xbox's Expansion Strategy Exposed Revenue Declines Despite Massive Investment, Console Business Falters Microsoft Overhauls Xbox as AI Investment Takes Priority Microsoft's (MS) gaming division Xbox has embarked on a sweeping restruct
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AI infrastructure spending drives sweeping cost restructuring Mounting pressure to prove AI returns accelerates workforce streamlining Layoff savings increasingly redirected toward GPUs and data centers Global technology giants
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