Venture Talk https://garychen2046.podbean.com Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights. Tue, 04 Mar 2025 19:43:20 +0800 https://podbean.com/?v=5.5 en Copyright 2025 All rights reserved. Business:Investing 1440 episodic Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights. GaryChen GaryChen No false https://feed.podbean.com/garychen2046/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/20218464/11zon_resized.jpg Venture Talk https://garychen2046.podbean.com 144 144 Vol.02 China 2025: Economic Outlook and Policy Implications Vol.02 China 2025: Economic Outlook and Policy Implications https://garychen2046.podbean.com/e/vol02-china-2025-economic-outlook-and-policy-implications/ https://garychen2046.podbean.com/e/vol02-china-2025-economic-outlook-and-policy-implications/#comments Tue, 04 Mar 2025 19:43:20 +0800 garychen2046.podbean.com/eb23864f-39b2-374b-b169-360c0c47b07e
  • Key Themes for 2025:
    • Tariff War 2.0 Risk
    • "Extraordinary Counter-Cyclical Policy Adjustment
  • 2025 Outlook:
    • Growth Forecast
    • Policy Adjustments
    • Fiscal Policy
    • Monetary Policy
    • ]]>
  • Key Themes for 2025:
    • Tariff War 2.0 Risk
    • "Extraordinary Counter-Cyclical Policy Adjustment
  • 2025 Outlook:
    • Growth Forecast
    • Policy Adjustments
    • Fiscal Policy
    • Monetary Policy
    • ]]>     GaryChen false No 1568 2 full     SEA Data Center Supply and Demand——Far from Expectations SEA Data Center Supply and Demand——Far from Expectations https://garychen2046.podbean.com/e/sea-data-center-supply-and-demand%e2%80%94%e2%80%94far-from-expectations/ https://garychen2046.podbean.com/e/sea-data-center-supply-and-demand%e2%80%94%e2%80%94far-from-expectations/#comments Mon, 03 Feb 2025 20:57:53 +0800 garychan19951122.podbean.com/3d4541de-6426-3b2c-b03a-8dfb778ffd91 The distribution of value chains in AI infrastructure was discussed, along with an outlook on the development trends of AI infrastructure and the Southeast Asian IDC market in the coming years—strong growth in the short term, but long-term uncertainty. The strong demand is driven by the traditional internet economy and AI growth, but the supply side is constrained by power resources, posing a risk of supply-demand mismatch.

    ]]>     The distribution of value chains in AI infrastructure was discussed, along with an outlook on the development trends of AI infrastructure and the Southeast Asian IDC market in the coming years—strong growth in the short term, but long-term uncertainty. The strong demand is driven by the traditional internet economy and AI growth, but the supply side is constrained by power resources, posing a risk of supply-demand mismatch.

    ]]>     garychan19951122 false No 2240 1 full