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Digital Markets

AI investment theme evolution: from "tools" to services, platforms, and electricity

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.

Julian Sterling5 min read
Digital Markets

Policy-driven Industrial Internet is moving towards a 2.5 trillion market, with AI integration reshaping the digital economy landscape in manufacturing.

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.

Sophia Rossi4 min read
Digital Markets

AI Safety Cooperation: When Collaboration Touches the Antitrust Red Line

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.

Marcus Vance4 min read
Global Trends

Polish industry's net profit in 2025 reaches 94.4 billion zlotys: digital transformation drives efficiency improvement

Polish industry achieved a net profit of 94.4 billion zlotys in 2025, with the strong performance driven by the deep transformation of production processes through digital technology. This article analyzes how Poland's industrial digitalization enhances competitiveness and explores its impact on the digital economy landscape in Central Europe.

Sophia Rossi5 min read
Data And Regulation

AI governance enters the operational phase: model access becomes a new geostrategic control surface.

June 2026 marks the shift of AI governance from policy discussions to practical operations. This article analyzes key events such as the Anthropic/Alibaba distillation accusations, U.S. model access controls, and OpenAI's phased releases, revealing how model access has become the new geopolitical control point after chips, and how data, energy, and cybersecurity are reshaping the digital economy landscape.

Elena van den Berg11 min read
Digital Markets

US-China technology competition shifts to global market: AI and cloud infrastructure become new battlefield

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.

Elena van den Berg7 min read
Global Trends

AI is reshaping the entry-level job market: Latest evidence from Stanford economist Brynjolfsson

Stanford economist Erik Brynjolfsson, in collaboration with ADP Research, analyzed salary data from 4.6 million U.S. workers, revealing the ongoing impact of generative AI on entry-level positions. The data shows that the employment rate of 22-25 year olds in high AI-exposure jobs has been declining at an average annual rate of 3.8%, while jobs with low AI exposure have grown by 2%. This trend has been widening since the launch of ChatGPT and cannot be explained by factors such as interest rates or excessive tech hiring. Brynjolfsson warns that AI is eliminating career "entry points," profoundly reshaping the structure of the labor market.

Marcus Vance6 min read
Ai Economy

Exponential growth of generative AI in the agricultural market: 27.2% CAGR heralds a new frontier in the data economy

The generative AI in agriculture market is expected to grow from $280 million in 2025 to $930 million in 2030, at a CAGR of 27.2%. The proliferation of this technology is reshaping core areas such as precision agriculture, climate prediction, and pest detection, driving the transformation of agriculture from traditional experience-based models to data-driven platforms. This trend not only impacts global food security but also has profound implications for the platform economy, AI commercialization, and cross-border data governance.

Julian Sterling6 min read