Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>China-Malaysia /: Q&amp;A: Malaysia’s new trade minister explains why China matters to Southeast Asia</li><li>Security /: China spells out ‘Global Security Initiative’ for international conflict settlement</li><li>ChatGPT /: Chinese educators should embrace ChatGPT as part of reform, experts say</li></ul>

China-Malaysia /: Q&amp;A: Malaysia’s new trade minister explains why China matters to Southeast AsiaSecurity /: China spells out ‘Global Security Initiative’ for international conflict settlementChatGPT /: Chinese educators should embrace ChatGPT as part of reform, experts say

CX Daily: Malaysia’s New Trade Minister Explains Why China Matters to Southeast Asia

<ul><li>China’s Charity Law revision aims to make it easier for NGOs to get involved</li><li>Experts quash fears of greater chance of China quake after Turkey</li><li>China’s local governments go on hiring spree to spur growth</li></ul>

China’s Charity Law revision aims to make it easier for NGOs to get involvedExperts quash fears of greater chance of China quake after TurkeyChina’s local governments go on hiring spree to spur growth

CX Daily: China’s Charity Law Revision Aims to Make It Easier for NGOs to Get Involved

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<ul>
<li>AMD has earned strategic AI relevance; the next test is converting major customer validation into contracted, shipped, installed and recognised Helios revenue.</li>
<li>Q2 headline growth matters less than management’s evidence on MI450 and Helios ramp timing, supply constraints, customer readiness and second-half revenue contribution.</li>
<li>Rack-Scale systems expand AMD’s content opportunity, but early deployment costs and commercial incentives make gross-margin disclosure critical to judging the quality of growth.</li>
</ul>


AMD has earned strategic AI relevance; the next test is converting major customer validation into contracted, shipped, installed and recognised Helios revenue.
Q2 headline growth matters less than management’s evidence on MI450 and Helios ramp timing, supply constraints, customer readiness and second-half revenue contribution.
Rack-Scale systems expand AMD’s content opportunity, but early deployment costs and commercial incentives make gross-margin disclosure critical to judging the quality of growth.


AMD Must Show How Helios Moves From Customer Interest to Revenue

Data-driven Insight on Companies & Consumer Trends, TickerTrends

TickerTrends

Data-driven Insight on Companies & Consumer Trends

Private Capital Markets

<ul>
<li>TickerTrends’ latest private-market tracking puts Anthropic at roughly $74.1 billion in annualized revenue run rate , versus $41.3 billion for OpenAI .</li>
<li>Anthropic is currently tracking at about 1.79 times OpenAI’s ARR, a gap of roughly $32.8 billion.</li>
<li>Since the companies’ last reported figures, Anthropic has increased 57.</li>
</ul>


TickerTrends’ latest private-market tracking puts Anthropic at roughly $74.1 billion in annualized revenue run rate , versus $41.3 billion for OpenAI .
Anthropic is currently tracking at about 1.79 times OpenAI’s ARR, a gap of roughly $32.8 billion.
Since the companies’ last reported figures, Anthropic has increased 57.


Anthropic Is Tracking Above OpenAI in ARR, but Its Growth Is Beginning to Decelerate

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Thinking Machines / Private Capital Markets

<ul><li>Thinking Machines Lab was valued at $12B following its $2B seed round led by Andreessen Horowitz in July 2025.</li><li>Thinking Machines is building a customizable AI platform centered around a frontier-scale multimodal foundation model that can process text, images, audio, code, and scientific data.</li><li>The company&#39;s open-source components also create a pathway to millions of individual developers and smaller companies that currently use general-purpose models but need more specialized capabilities for their specific use cases.</li></ul>

Thinking Machines Lab was valued at $12B following its $2B seed round led by Andreessen Horowitz in July 2025.Thinking Machines is building a customizable AI platform centered around a frontier-scale multimodal foundation model that can process text, images, audio, code, and scientific data.The company&#39;s open-source components also create a pathway to millions of individual developers and smaller companies that currently use general-purpose models but need more specialized capabilities for their specific use cases.

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

CX Daily: Malaysia’s New Trade Minister Explains Why China Matters to Southeast Asia

China-Malaysia /: Q&A: Malaysia’s new trade minister explains why China matters to Southeast Asia Security /: China spells out ‘Global...

Caixin Global

CX Daily: China’s Charity Law Revision Aims to Make It Easier for NGOs to Get Involved

China’s Charity Law revision aims to make it easier for NGOs to get involved. Experts quash fears of greater chance of China quake after Turkey

Caixin Global

AMD Must Show How Helios Moves From Customer Interest to Revenue

AMD's strategic AI relevance is being tested by converting customer validation into revenue, with a focus on MI450 and Helios ramp timing, supply...

Mint Finance

Anthropic Is Tracking Above OpenAI in ARR, but Its Growth Is Beginning to Decelerate

TickerTrends’ latest private-market tracking puts Anthropic at roughly $74.1 billion in annualized revenue run rate , versus $41.3 billion for...

TickerTrends

Primer: Thinking Machines - 16 Jul 2026

AI research and product company aiming to make AI systems more widely understood, customizable, and generally capable

Sacra

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52-week Range

Market Cap (USDm)

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CX Daily: Malaysia’s New Trade Minister Explains Why China Matters to Southeast Asia

China-Malaysia /: Q&A: Malaysia’s new trade minister explains why China matters to Southeast Asia Security /: China spells out ‘Global...

Caixin Global

CX Daily: China’s Charity Law Revision Aims to Make It Easier for NGOs to Get Involved

China’s Charity Law revision aims to make it easier for NGOs to get involved. Experts quash fears of greater chance of China quake after Turkey

Caixin Global

AMD Must Show How Helios Moves From Customer Interest to Revenue

​AMD's strategic AI relevance is being tested by converting customer validation into revenue, with a focus on MI450 and Helios ramp timing, supply...

Mint Finance

Anthropic Is Tracking Above OpenAI in ARR, but Its Growth Is Beginning to Decelerate

TickerTrends’ latest private-market tracking puts Anthropic at roughly $74.1 billion in annualized revenue run rate , versus $41.3 billion for...

TickerTrends

Primer: Thinking Machines - 16 Jul 2026

AI research and product company aiming to make AI systems more widely understood, customizable, and generally capable

Sacra

AMD's strategic AI relevance is being tested by converting customer validation into revenue, with a focus on MI450 and Helios ramp timing, supply...