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China's AI Dual Flywheel: Why Mainland Hardware Wins First, Hong Kong Internet Later

China's AI earnings split reveals two distinct cycles: mainland hardware suppliers cash in on capex surge now, while Hong Kong internet platforms wait for monetization phase. Here's the timing, the ROI gap, and what to watch in 2026.

Compute Wars: Google’s TPU Push vs Nvidia Blackwell and China’s No‑Sell Moment

As Google touts new AI compute pods and Nvidia’s Blackwell remains a no‑sell to China, policy walls are reshaping where cutting‑edge AI runs. Here’s the split, who benefits, and what to watch next.

After Meta's $75B Bet: A $30B Bond Deal and Wall Street's Harsh Reality Check

One week after Meta announced $75B in AI infrastructure deals, it raised $30 billion in bonds and watched its stock drop 11%. What changed, and what it means for the AI spending race.

Frontend Roundup October 2025: Next.js 16, Astro 5.15, Node 22 LTS, CSS View Transitions, and Vite+

Major frontend ecosystem updates in October 2025: Next.js 16 with stable Turbopack, Astro 5.15 skew protection, Node 22 LTS, CSS View Transitions reaching Baseline, and Vite+ unified toolchain.

Meta's $75B AI Infrastructure Bet: Inside the Biggest Cloud Deals of 2025

How Meta spent $75 billion in three months on AI infrastructure-and why Wall Street is worried it might be a bubble.