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The International Monetary Fund (IMF) forecasts global trade growth of 3.5% in 2026, up from 2.8% in April; and projects growth of 4.3% in 2027, up from the previous 3.8%.

2026-07-08

The International Monetary Fund (IMF) forecasts global trade growth of 3.5% in 2026, up from 2.8% in April; and projects growth of 4.3% in 2027, up from the previous 3.8%.

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2026-07-08

NVIDIA and AI-chip startup d‑Matrix announced a joint AI chip system that integrates inference-focused ASICs into NVIDIA’s stack. d‑Matrix targets low-latency, low-power inference using memory-centric 3D IMC to cut data movement, aiming to lower per-

NVIDIA and AI-chip startup d‑Matrix announced a joint AI chip system that integrates inference-focused ASICs into NVIDIA’s stack. d‑Matrix targets low-latency, low-power inference using memory-centric 3D IMC to cut data movement, aiming to lower per-call cost for high-volume KV‑cache, long‑context and agent workloads. Model companies are increasingly pursuing custom inference silicon — OpenAI with Broadcom’s Jalapeño, Anthropic reported in talks with Samsung, and startups including Etched, Cerebras, Groq, DeepSeek and Zhipu evaluating self‑developed inference chips. Market takeaway: successful inference ASICs would compress cost, latency and energy for high-frequency AI apps and could shift demand away from general‑purpose GPUs; failure to deliver those advantages would keep demand concentrated on NVIDIA GPUs. Key execution risks: partnership terms remain undisclosed and d‑Matrix faces production, customer validation and software‑integration hurdles. Watch NVIDIA, Broadcom and Marvell as the most directly relevant listed plays; d‑Matrix is private.
2026-07-08

Shanghai on July 8 introduced its 15th Five-Year plan for rural revitalization. Feng Zhiyong, director of the Shanghai Municipal Agriculture and Rural Affairs Commission, said agricultural science and technology accounted for 81.7% of productivity ga

Shanghai on July 8 introduced its 15th Five-Year plan for rural revitalization. Feng Zhiyong, director of the Shanghai Municipal Agriculture and Rural Affairs Commission, said agricultural science and technology accounted for 81.7% of productivity gains by the end of the 14th Five-Year period, the highest Nationwide. He cited breakthroughs in seed innovation, biomanufacturing and smart farm machinery, and said a Shanghai firm registered what this year officials described as the world's first RNA-based bactericide.
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