[ AI Product Limitations in Europe by US Tech Giants ] 1/ Major US tech companies are not releasing certain AI products in Europe. Apple and Meta have limited AI product launches, citing European regulatory environment concerns. 2/ Meta did not release its latest AI model in Europe, worried that the regulatory landscape could hinder business operations. This move reflects the intensifying regulatory conflict between Silicon Valley and the European Union. 3/ US tech firms criticize European policymakers, expressing concerns that regulations could impede technological progress. In contrast, European officials argue that these regulations serve as a crucial tool to counterbalance the global dominance of technology. 4/ The outcome of this clash between European regulations and US tech companies remains uncertain. It is unclear whether this conflict will remain a simple disagreement or expand into a division of internet experiences between the Western world and China.

[ Longi Announces Wafer Price Increase ] 1/ Longi Green Energy Technology Co., the largest solar wafer manufacturer in China, announced a price increase on Tuesday. This move signals an intention to end the price war that has led some companies to bankruptcy. 2/ The company raised prices for two types of wafers by an average of 0.05 yuan (about $0.01) to 1.15 yuan and 1.3 yuan respectively. 3/ TCL Zhonghuan, a competitor of Longi, also announced price increases for three types of wafers, according to Chinese business media Jiemian.

[Data Center Construction Boom in the US] 1/ Construction of data centers in major North American markets increased by approximately 70% year-over-year, reaching 3.9GW, according to CBRE. reuters.com/markets/us/north… Power demand for data centers is rapidly growing as the world's largest tech companies compete to expand their AI and cloud computing businesses. 2/ More than 500MW of new data centers were built in the eight largest markets in the US and Canada during the first half of 2024 alone. This capacity nearly matches the existing data center capacity in Silicon Valley. 3/ Simultaneously, the vacancy rate for data centers dropped to an all-time low of 2.8%. Prices for data centers have risen, with newer centers generally commanding a premium over older ones. The price gap between existing facilities and new data centers has widened due to demand for high-performance computing. This is because older data centers lack the infrastructure to handle the power demands of today's users.

[ CTV's Limited Impact from Macroeconomic Uncertainties ] 1/ $TTD suggests CTV will have limited impact from macroeconomic uncertainties. Despite ongoing consumer spending slowdown concerns, the company expressed strong confidence in the second half outlook. 2/ Retail media remains a key growth driver, but shows mixed results across channels, indicating possible effects from consumer slowdown. Compared to Amazon, $TTD CTV's dominant growth proportion suggests limited impact from macro environments. 3/ The 3Q24 guidance maintains growth similar to the first half, reflecting confidence despite increasing macro uncertainties. CFOs now demand real growth through marketing expenditure, while CMOs face pressure to increase ROI on marketing spending amid inflation, consumer weakness, and high interest rates. 4/ These challenges create a favorable environment for $TTD, activating the buyers' market. As a result, CMOs now make data-driven rational decisions. A trend shift is detected as more CMOs seek $TTD for data optimization and informed choices.