David Chen

Bureau: Beijing

Business

MSM sees Oracle's AI demand and X sees debt-bubble risk; the useful receipt is how backlog converts into cash, GPUs, and financing.

By David Chen, Beijing June 17 4 min read

Technology

MSM sees AI infrastructure demand and X sees circular financing; the contract's September 30 GPU trigger turns backlog into a delivery deadline.

By David Chen, Beijing June 17 3 min read