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Real-time News
2026-09-23
1. Bernstein's Q2 2026 report on hyperscale cloud vendors clearly points out that the core bottleneck in cloud computing power supply has shifted. GPU hardware availability is no longer the primary limiting factor; the physical capacity of data cente
1. Bernstein's Q2 2026 report on hyperscale cloud vendors clearly points out that the core bottleneck in cloud computing power supply has shifted. GPU hardware availability is no longer the primary limiting factor; the physical capacity of data centers—completely constructed, powered on, and ready to handle business workloads—is the current hard constraint. 2. Even if cloud vendors can acquire sufficient GPU server hardware, without adequate power supply, cooling, and network infrastructure in the data center, the hardware remains idle and cannot be converted into effective computing power for external delivery. Power acquisition, data center construction progress, and data center power-on efficiency have thus become core competitive factors in the industry. 3. Faced with this hard constraint, leading cloud vendors generally purchase ready-to-use computing power from third parties as a supplementary supply to meet surging customer demand. Purchasing third-party computing power directly suppresses the gross profit margins of cloud vendors themselves. Energy consumption indicators and power infrastructure have become prerequisites for AI computing power expansion, and the effectiveness of capital expenditure is directly constrained by the pace of data center power-on. (Bernstein Report, September 22)
2026-09-23
France's 10-year bond yield rose 11.5 bps to 4.908%, the highest since July 2008.
France's 10-year bond yield rose 11.5 bps to 4.908%, the highest since July 2008.
2026-09-23
NZD/USD down 1.0% intraday at 0.5668.
NZD/USD down 1.0% intraday at 0.5668.
2026-09-23
The New Zealand dollar fell 1.00% against the US dollar (NZD/USD) on the day, currently trading at 0.5668.
The New Zealand dollar fell 1.00% against the US dollar (NZD/USD) on the day, currently trading at 0.5668.
2026-09-23
The yield on French 10-year government bonds rose 11.5 basis points to 4.908%, the highest level since July 2008.
The yield on French 10-year government bonds rose 11.5 basis points to 4.908%, the highest level since July 2008.
2026-09-23
France-Germany 10-year bond yield spread widened 3.5 bps to 108 bps.
France-Germany 10-year bond yield spread widened 3.5 bps to 108 bps.
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