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2026-08-11

A Citi report points out that while the cost of enterprise AI usage is declining, the price of underlying computing power has not followed suit. The usage-weighted token expenditures it tracks have decreased by approximately 37.5% from their May peak

A Citi report points out that while the cost of enterprise AI usage is declining, the price of underlying computing power has not followed suit. The usage-weighted token expenditures it tracks have decreased by approximately 37.5% from their May peak, while Blackwell GPU rental prices have actually increased by approximately 15.2% over the past three months. This means that the current decrease in the unit cost of AI is not primarily due to GPU price reductions, but rather to improvements in model selection, intelligent routing, and inference efficiency. This change is noteworthy because it signifies that AI commercialization may be shifting from simply "piling up computing power" to improving computing power utilization efficiency: enterprises can call different models based on task complexity, reducing the actual cost of each AI service even when underlying computing power remains tight. Nvidia recently demonstrated significant improvements in inference throughput and reduced hardware footprint on the Blackwell architecture through optimization techniques such as quantization, indicating that software and model layer optimizations are becoming important sources of reduced inference costs.
2026-08-11

The Wall Street Journal reports ANTHROPIC is meeting potential investors to shore confidence ahead of a possible September or early-October IPO that could be the largest on record; the company is said to be valued at about $965bn. Investors raised co

The Wall Street Journal reports ANTHROPIC is meeting potential investors to shore confidence ahead of a possible September or early-October IPO that could be the largest on record; the company is said to be valued at about $965bn. Investors raised concerns about the rise of low-cost AI systems, tensions with the Trump administration and growing local opposition to data center construction; sources said ANTHROPIC executives downplayed the competitive threat and stressed a focus on cutting-edge models. The company told some investors it plans to expand further into healthcare and biology AI applications; no pricing or firm timetable has been disclosed.
2026-08-11

China A-share photovoltaic equipment sector rallied; Liansheng Technology rose over 6%, with Deye, Sungrow, Huamin and TCL Zhonghuan also advancing.

China A-share photovoltaic equipment sector rallied; Liansheng Technology rose over 6%, with Deye, Sungrow, Huamin and TCL Zhonghuan also advancing.
2026-08-11

A-share photovoltaic equipment stocks surged, with Liansheng Technology rising over 6%, followed by Deye Shares, Sungrow Power, Huamin Shares, and TCL Zhonghuan.

A-share photovoltaic equipment stocks surged, with Liansheng Technology rising over 6%, followed by Deye Shares, Sungrow Power, Huamin Shares, and TCL Zhonghuan.
2026-08-11

The combined turnover of the Shanghai and Shenzhen stock exchanges exceeded 1 trillion yuan for the 295th consecutive trading day.

The combined turnover of the Shanghai and Shenzhen stock exchanges exceeded 1 trillion yuan for the 295th consecutive trading day.
2026-08-11

NVIDIA RTX 50 series retail prices in the US have risen sharply, with mid‑range models hardest hit. Tom's Hardware tracking of median listings on Newegg and other e‑commerce sites shows the RTX 5060 Ti 16GB median rose from USD 569.99 two months ago

NVIDIA RTX 50 series retail prices in the US have risen sharply, with mid‑range models hardest hit. Tom's Hardware tracking of median listings on Newegg and other e‑commerce sites shows the RTX 5060 Ti 16GB median rose from USD 569.99 two months ago to USD 804.99 (≈¥5,429), up 39%. The RTX 5070 median increased from USD 659.99 to USD 899.99 (≈¥6,070), up 36%, moving the 5070 out of mid‑range pricing and close to the higher‑spec RTX 5070 Ti.
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