Company
Independent research firm providing data-driven analysis on climate, energy, and economic policy, including China's economy and markets.
New Jersey's utilities board warned power bills could rise up to 20% from June 1, with data centers a key driver. Utilities elsewhere are building the same demand into their pricing, so energy belongs among the costs an operator should expect to climb.
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Samsung has more than doubled its high-bandwidth memory share in a year, eating into SK Hynix's lead, Rest of World reports. For anyone buying AI capacity, the contest could affect how fast and how cheaply new clusters arrive.
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The Climate Impact Lab ran a European seasonal temperature outlook through local mortality curves fitted for 24,000 regions, and the authors want health ministries to treat the result as a schedule for moving staff, water and cooling.
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The Beijing lab is seven months old and valued at $1.42 billion on one unnamed source's account, and its first model modifies someone else's open weights while the lab Dai Jifeng left says it licensed nothing.
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Rhodium Group's tally of Chinese AI model revenue comes to about $10.5 billion against $105 billion for OpenAI and Anthropic. Two of the Chinese startups now heading for listings carry the highest revenue multiples in the set.
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The quant fund that seeded DeepSeek with cash and compute now farms state-favored listings, where a fivefold debut and a 460% opening day outran a trading book that lost money in eight of nine products in July, while DeepSeek raises capital elsewhere.
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