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Coverage of digital trade, platform business models, online services, and the market signals reshaping how companies compete in the digital economy.
Standard Chartered Equity Chief Investment Officer Sundeep Gantori noted that the AI investment theme is shifting from hardware infrastructure to services, platforms, and energy. In Asia, China focuses on "tools," India on electricity, and other regions on platforms. This shift will reshape the business models and competitive landscape of the global digital economy.
Analyze how MIT Sloan School of Management's fall 2026 curriculum integrates digital technology, data analysis, and organizational behavior to meet the new requirements for management talent in the digital economy.
In the first week of July 2026, events such as the Meta lawsuit, EU antitrust, Alibaba settlement, Tesla deliveries, and Rocket Lab's acquisition of Iridium intertwined, revealing the profound impact of AI commercialization, platform regulation, and the space economy on the digital ecosystem.
Eight Chinese government departments jointly issued implementation opinions on the high-quality development of the industrial internet, specifying that by 2030, the added value of core industries will exceed 2.5 trillion yuan. The policy focuses on the integration of AI and the industrial internet, promoting the digital transformation of manufacturing, which has triggered a surge of daily limit hits in the capital market.
Major companies in the field of artificial intelligence are strengthening their cooperation on model safety and evaluation standards. This trend is encouraged by regulators, but antitrust lawyers point out that such cooperation may limit independent decision-making and thereby suppress competition. From testing standards to access restrictions, every layer of the AI safety framework can become a market barrier, favoring existing giants while squeezing out startups and open-source developers. As policymakers continue to promote safety collaboration, the first antitrust case challenging AI safety arrangements will determine the future direction of regulation.
The U.S.-China technology competition is no longer confined to their home turfs but is spreading across global markets. Chinese companies are accelerating their overseas AI and cloud infrastructure deployments, while the U.S. is solidifying its technology ecosystem through policy alliances. This rivalry is reshaping the landscape of the digital economy.
Mark Zuckerberg is pushing Meta to partner with Polymarket and Kalshi, while internally developing the prediction market app Arena, targeting users aged 18–34 with a goal of 100 million monthly active predictors. This article analyzes its business model, platform competition, and impact on the digital economy.
McKinsey research shows that the European e-commerce market will continue to grow at an annual rate of 6% until 2029, and AI is triggering five fundamental changes, from agent-based shopping to algorithmic competition, reshaping the business model and competitive landscape of digital retail.
The U.S. District Court for the Southern District of Florida dismissed an antitrust lawsuit against the online boat sales platform Boats Group, ruling that the plaintiff failed to prove anticompetitive conduct. The case highlights the legal boundaries of digital platforms accumulating market power through acquisitions, offering reference significance for global antitrust regulation of platforms.
Global retail growth has slowed, but e-commerce contributes about 80% of the increment. The focus of competition has shifted from scale expansion to control over pricing, visibility, and consumer decision-making. According to a report by Euromonitor International, the retail industry will face ecological restructuring in 2026, with AI becoming a new layer of traffic distribution.
The traditional FAANG combination is being replaced by MANGOS (Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX). IPOs of AI and space companies will redefine the growth engines and business models of the digital economy.
Synergy Research pointed out that annualized revenue from global cloud infrastructure services surpassed $500 billion in the first quarter of 2026, and AI is reshaping the cloud market across the entire chain, from compute and platforms to SaaS. AWS, Microsoft, and Google continue to lead, but AI-driven new cloud vendors are rapidly changing the competitive landscape.
28 U.S. states and the District of Columbia support the FTC’s request that the appeals court reinstate its antitrust claims against Meta. The core dispute is whether the court should assess monopoly power and remedies based on market facts at the “time of filing” or the “current” competitive landscape of the platform market. This case not only concerns the legal consequences of the Instagram and WhatsApp acquisitions, but will also affect the competitive boundaries among social platforms, short-video platforms, and the digital advertising ecosystem.
Based on observations of Malaysian enterprises’ digitalization process, this article analyzes why “adopting digital tools” does not equal “completing digital transformation,” and how this gap affects platform competition, business models, user behavior, and future regulation.
The U.S. Federal Trade Commission is asking the appellate court to revive monopoly allegations against Meta. The central dispute is not only whether Facebook and Instagram constitute the “personal social networking” market, but also that the competitive boundaries of social platforms are being rewritten by content platforms such as TikTok and YouTube. This case will affect platform mergers and acquisitions, data moats, the structure of the advertising market, and the future scope of antitrust enforcement.