GS Basics Rotation Rampart Debt Basket

The report highlights a robust market recovery driven by tech mega-caps and shifts in AI strategy towards edge computing. It also addresses the ongoing Yen weakness in Japan and divergence in the Chinese economy.

Key Takeaways

• 1.The AI tech stack is increasingly shifting toward on-device (local) processing, which may reduce demand for hyperscale cloud data center resources.
• 2.Japan faces a policy trilemma; the market is currently betting on the acceptance of a weaker yen to support its semiconductor and AI capex-driven economy.

Table of Contents

• Markets
• Month/Quarter End
• AI
• Japan
• China
• Risk

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