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
1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook
Introduction Art isn’t just about fancy paintings or weird sculptures hanging in galleries—it’s a real money-maker, pulling in cash while putting cities on the map and fueling tourism. But here’s the thing: the art world’s a tough place to survive. It’s risky, doesn’t always turn a quick profit, and needs a little push to keep … Continue reading How Government Cash Keeps the Art World Spinning: A Look at Europe’s Subsidy Game
when we analyze today’s global economic structure, we must face a harsh truth: Europe has fallen out of the core competitive ecosystem, and France in particular finds itself at the margins. This is no accident—it is the result of long-accumulated structural problems. Let’s begin with France’s education system, which is crucial for understanding the decline … Continue reading Europe’s Competitive Illusion: Education, Industry, and the Reshaped Global Order
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