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Latest VANTAGE52 Coverage

Technology

Anthropic’s $2 Trillion IPO Ambition Faces a New Test

Anthropic’s rapid revenue growth has strengthened expectations for one of the technology industry’s most closely watched public listings. Yet the economics behind its expansion raise a more consequential question for investors: how much is sustainable growth worth in an industry where computing costs, capital requirements and competition continue to rise?

Technology

America's $10 Trillion AI Infrastructure Boom Is Starting to Fray

The United States is preparing for an unprecedented expansion of artificial intelligence infrastructure, but project delays, rising financing costs and growing local resistance are testing the economics behind the boom. As investors demand clearer returns, the next phase of AI investment may depend as much on financial discipline as technological ambition.

Companies

Canton Fair 2026 Draws Global Buyers to China's Manufacturing Hub

The 140th Canton Fair brings international buyers and manufacturers together in Guangzhou from 15 October to 4 November, highlighting China's manufacturing capabilities, evolving export economy and role in global supply chains.

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