After observing NVIDIA’s series of announcements at GTC 2025, I felt an undeniable sense of awe. As someone who has long studied the economic ecosystem of artificial intelligence, I believe I am witnessing a “revolution of AI infrastructure,” where technology and capital are merging into a new industrial foundation. NVIDIA’s projected $500 billion in sales … Continue reading NVIDIA’s Rise in the Era of AI Infrastructure
My first impression after reading this report is that TSMC is using AI to redefine the entire semiconductor cycle. With revenue up 40.8% year over year, EPS at NT$17.44, and a 59.5% gross margin, this isn’t just a cyclical recovery, it’s the result of a structural transformation. Advanced process nodes accounted for 74% of wafer … Continue reading How I See TSMC’s Q3
As I reflect on the past fifteen years of Eurozone turbulence, one truth unsettles me deeply: the European Central Bank has transformed from a market stabilizer into the ultimate arbiter of sovereign credit, nowhere more evident than in France, the Eurozone’s heart. In 2025, we’re not facing a Greek style debt collapse, but a quieter, … Continue reading A Personal Reflection on the ECB’s Role as Sovereign Arbiter in 2025
Intellectual Misalignment and the Exclusion of Creativity in French Society (1975–2025) I. The Economic Trap of Cultural Capital After years of observing France’s economic transformation, I have become convinced that culture is no longer merely a medium of expression, it has become an economized structure of symbols. Over the past fifty years, France has built … Continue reading The Economic Cost of Cultural Symbols:
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