PODCAST · business
Venture Talk
by GaryChen
Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights.
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Vol.02 China 2025: Economic Outlook and Policy Implications
Key Themes for 2025: Tariff War 2.0 Risk "Extraordinary Counter-Cyclical Policy Adjustment 2025 Outlook: Growth Forecast Policy Adjustments Fiscal Policy Monetary Policy
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SEA Data Center Supply and Demand——Far from Expectations
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.
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ABOUT THIS SHOW
Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights.
HOSTED BY
GaryChen
CATEGORIES
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