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The Reserve Bank of Australia (RBA) stated that the cash rate target has been raised three times since the beginning of the year, financial conditions are tighter than before, and the economy appears to be slowing as expected.

2026-08-11

The Reserve Bank of Australia (RBA) stated that the cash rate target has been raised three times since the beginning of the year, financial conditions are tighter than before, and the economy appears to be slowing as expected.

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2026-08-11

Citigroup says enterprise AI user costs are dropping even as underlying compute prices hold up. Its usage-weighted token expenditures are down about 37.5% from the May peak, while NVIDIA Blackwell GPU rental rates have risen roughly 15.2% over the pa

Citigroup says enterprise AI user costs are dropping even as underlying compute prices hold up. Its usage-weighted token expenditures are down about 37.5% from the May peak, while NVIDIA Blackwell GPU rental rates have risen roughly 15.2% over the past three months. Citigroup attributes the unit-cost decline mainly to model selection, smart routing and inference-efficiency gains rather than GPU price cuts. The shift suggests AI commercialization is moving from raw compute scaling toward higher utilization—firms can lower per-call costs by invoking lighter models for simpler tasks despite tight compute supply. NVIDIA has demonstrated quantization and other optimizations on Blackwell that materially raise inference throughput and reduce hardware occupancy, highlight software and model-layer improvements as a key lever to cut inference costs.
2026-08-11

Shanghai issued a 15th Five-Year plan for its software and information services industry, setting a 2030 goal to expand industry scale to 4 tln yuan and industry value added above 1.1 tln yuan. The plan positions AI-enabled applications as the core c

Shanghai issued a 15th Five-Year plan for its software and information services industry, setting a 2030 goal to expand industry scale to 4 tln yuan and industry value added above 1.1 tln yuan. The plan positions AI-enabled applications as the core commercial focus, aims to secure breakthroughs in AI and key software, and raise the number of firms with revenue over 10 bln yuan to 35. It calls for a higher share of high-end software, digital content and intelligent services, and the formation of internationally competitive industries bases and regional clusters to strengthen Shanghai’s role in global competition.
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