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This episode provides an overview of the global AI and technology world as of July 30, 2025.
It focuses on what this means for investors in the U.S. tech market.
We explore China's significant progress in building its own AI ecosystem and its international cooperation efforts.
The episode also examines the key talks between Microsoft and OpenAI about access to AI technology.
We also discuss innovative uses for AI in finance, energy, and social applications.
This includes key topics for investors, like tech company earnings, rules for climate reporting, and digital security.
The episode highlights how the expansion of AI server manufacturing to new locations and breakthroughs in electronic materials are affecting the global tech supply chain.
These changes also shape how companies plan for the future.
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Disclosure:
1. The podcast episode is generated by AI. The sourced content was reviewed and curated by humans.
2. However, the content may contain errors; please verify independently. It is not investment or professional advice. Use at your own risk.
3. If signed up with my Bitget link, I may earn some commission from your trades, but this costs you nothing extra. Bitget pays my commission directly from the trading fees, so you still save the full 20%.