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Japan July new housing starts rose 8.19% YoY, above 7.8% expected; previous 18.60%.

2026-08-31

Japan July new housing starts rose 8.19% YoY, above 7.8% expected; previous 18.60%.

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2026-08-30

The Chinese Embassy in Nepal said all Chinese nationals contacted after the Nepal landslide had been relocated to safe areas as of local noon.

The Chinese Embassy in Nepal said all Chinese nationals contacted after the Nepal landslide had been relocated to safe areas as of local noon.
2026-08-30

Barclays says AI model companies pay roughly $35–40 of every $100 in revenue as inference compute fees to the three major cloud providers — Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP). Cloud vendors retain about $10–20

Barclays says AI model companies pay roughly $35–40 of every $100 in revenue as inference compute fees to the three major cloud providers — Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP). Cloud vendors retain about $10–20 in operating profit from that, implying roughly 35–45% operating margins on compute fees. Barclays finds AI labs' paid inference margins jumped from low-double-digit levels in 2025 to about 50–65%+ in 2026, with adjusted gross margins up 30–50 percentage points YoY. Analysts say actual margins could be higher but expect them to gradually retreat as frontier-model competition intensifies and compute supply expands.
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