Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
J.P. Morgan’s tracking shows that Token spending on OpenRouter rose 40% month over month in October, but usage growth slowed; prices for different GPUs and memory products followed divergent paths over the same period.
J.P. Morgan ·
Results from three cloud giants will test demand for AI computing capacity and returns on investment. Goldman Sachs expects the AI boom’s boost to economic growth to peak between the end of 2026 and early 2027, while energy prices and interest rates add downside pressure to growth.
Goldman Sachs ·
Large financing deals and demand for computing capacity continue to support AI expansion, but companies differ markedly in cash flow, contract structures and the conditions for bringing capacity online. Meanwhile, model usage is rising as providers cut prices to win customers.
TMT Breakout ·
A compilation by Cailian Press shows that enterprise AI has entered finance, auditing and manufacturing, while tight AWS capacity supports a positive assessment of the computing-power supply chain. The extent to which domestic suppliers benefit depends on specific products and deliveries, and the market’s rebound on higher volume coincided with a decline in the number of companies hitting new highs.
Cailian Press ·
