Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center

March 3rd, 2025|Global Business Dynamics|

Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center Microsoft’s recent capital expenditure adjustments underscore a pivotal shift in the AI market, as the primary focus transitions from model training to inference. Distributed inference is emerging as a

The transformation of the semiconductor industry under the ‘America First’ policy

February 14th, 2025|Global Business Dynamics|

The transformation of the semiconductor industry under the ‘America First’ policy. In the global semiconductor industry’s development, the implementation of the U.S. “America First” policy has led governments to increase support for their local semiconductor industries. As a result, the global semiconductor industry is entering an era of

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