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Fitch: Raises its 2027 oil price forecast and 2026-2027 TTF natural gas price forecast.
2026-09-23
Fitch: Raises its 2027 oil price forecast and 2026-2027 TTF natural gas price forecast.
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2026-09-23
Wearable and standalone AI hardware is accelerating into the consumer market — from AI glasses to user-assembled AIDIY devices — increasingly offloading voice and image data to autonomous agents rather than depending on smartphones. Data show global
Wearable and standalone AI hardware is accelerating into the consumer market — from AI glasses to user-assembled AIDIY devices — increasingly offloading voice and image data to autonomous agents rather than depending on smartphones. Data show global trade in AI-related products will total $4.18 trillion in 2025, up 21.9% YoY. Global AI infrastructure investment is rising, and Chinese tech firms are actively expanding deployments across AI hardware, large models and base-layer compute.
2026-09-22
CITIGROUP analysts say Alibaba could extract further upside from AI-driven growth. CEO Wu Yongming’s target of 20 GW of AI infrastructure by FY2033 could imply external cloud revenue of roughly $160bn, above CITIGROUP’s current $100bn forecast for FY
CITIGROUP analysts say Alibaba could extract further upside from AI-driven growth. CEO Wu Yongming’s target of 20 GW of AI infrastructure by FY2033 could imply external cloud revenue of roughly $160bn, above CITIGROUP’s current $100bn forecast for FY2031. The bank also expects elevated capex in coming years and retains a Buy rating with a HK$189.00 PT.
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