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Three key positions in the AI era

GFM Editor's Note

In an era where artificial intelligence has become a core variable in global competition, what truly deserves to be written about is not just the technological breakthroughs themselves, but the individuals who stand in different key positions and redefine boundaries. This series of articles selects Maiyue Cheng, Jensen Huang, and Sam Altman not because of their public profiles, but because they respectively represent three aspects: energy systems, computing power engines, and AI applications. Through these profiles, we attempt to answer a more fundamental question: as computing power expands rapidly, what real-world conditions are quietly constraining its limits? This is not only a technological issue, but also a financial issue concerning industry, institutions, and the future order.

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Cheng Maiyue: A Guardian of Energy Boundaries in the Era of Computing Power

The Electricity, Power Grid, and Institutional Time Behind the Expansion of AI

25 min
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The Real Cost of Huang Renxun and AI

The Energy Costs Behind Computing Engines

30 min
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OpenAI CEO Sam Altman and the Energy Boundary

25 min
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Is Elon Musk an alien?

What's most terrifying about him isn't his audacity to dream, but his ability to break down distant goals into factories, supply chains, timelines, and valuations.

25 min
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The woman who controls the purse strings of the world's fourth largest economy

—An Interview with Fiona Ma: A Chinese-American Woman in California's Financial Center and Her Path to Lieutenant Governor

15 min
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David Allison is buying Hollywood

How a tech family entered the heart of American media, content assets, and news power.

20 min
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Alex Karp: Who is flipping the AI switch for the country?

—Palantir, war, data sovereignty, and a PhD in philosophy redefining technological power

20 min
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Mr. Tung Chee-hwa is gone, and the Hong Kong in that photograph is also gone.

A Hong Kong journalist's personal memories and the historical position of Hong Kong's first Chief Executive

10 min
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Lisa Su: The woman sitting at the main table at state banquets between the US President and the Chinese President

After AMD's market capitalization surpassed one trillion US dollars, how did a Chinese engineer rise from the chip lab to the table of global technological power?

15 min
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True Power Never Makes a Sound

2 min
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11.6 Trillion Dollar Shadow Emperor

A Man More Dangerous Than Trump and Musk Combined—Larry Fink

25 min
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Larry Fink and Aladdin

BlackRock's Risk Nervous Center—The $21 Trillion Oracle Machine

15 min
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Masayoshi Son: SoftBank's AI Layout

Ammo, Traps, and Global Ambition

30 min
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The True Father of Chinese AI is Actually a Japanese Man

15 min
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The Desert's Most Silent $1.5 Trillion Ghost: Sheikh Tahnoon

25 min
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Sheikh Tahnoon's AI Investment Strategy: An Invisible Blueprint from Desert to Global AI Supremacy

10 min
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The Coldest Winner on Wall Street

Ken Griffin Shorts Europe, Bets on China

5 min
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