China’s AI Bets Pivot to Power, Metals as Tech Bubble Fears

China’s AI Bets Pivot to Power, Metals as Tech Bubble Fears

(Bloomberg) — Chinese investors hunting for the next artificial intelligence winners are looking beyond high-flying chipmakers to the utilities and metal producers that form the industry’s physical backbone. The shift toward the sector’s supply chain — from power generators to materials used in data centers — reflects growing concern over lofty valuations in pure-play AI…

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Energy & Climate Intelligence Unit

Energy & Climate Intelligence Unit

Last updated: 04 Nov. 2025 Commenting on the figures for October’s new car sales released by New Automotive [1], Colin Walker, Head of Transport at the Energy and Climate Intelligence Unit (ECIU) said: “Once again, more than one in four cars sold last months was an EV – crucially, EV sales actually exceeded the sale…

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