Blog Posts China core CPI has been running near 1% for more than 12 month Revenue per GW for traditional internet/hyperscaler companies vs leading AI labs Interest and mortgage rates after housing crisis in Japan, US, HK E-commerce vs express profit pool in US and China An interesting perspective on China’s investment and consumption from Shan Weijian Intel 1968–2002: From Memory Manufacturer to Computing Platform 中国地方政府为什么更喜欢“造东西”，而不是“让人消费”？// Why Do Chinese Local Governments Prefer Building Things Over Boosting Consumption? ROIC of Nvidia data center built in 2024 for 2026 inference Evidence of deflation in China – %Arabica coffee Best AI Load More
中国地方政府为什么更喜欢“造东西”，而不是“让人消费”？// Why Do Chinese Local Governments Prefer Building Things Over Boosting Consumption?