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Now, let's explore this week's insights and uncover what's moving global markets.

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AI infrastructure power consolidates among tech giants

NVIDIA's $4.45 trillion valuation cements its position as the AI revolution's computational backbone. Microsoft ($3.8T), Apple ($3.6T), Alphabet ($2.9T), Amazon ($2.3T), and Meta ($1.8T) dominate the infrastructure layer through which billions interact with AI daily.

Asia's champions are mounting a serious challenge. Tencent ($757B), Samsung ($430B), Alibaba ($355B), and Cambricon ($73B) represent China's strategic push for AI sovereignty. AMD ($349B), Intel ($173B), and Qualcomm ($165B) compete for chip market share.

This happens while specialised players like Palantir ($416B) and CoreWeave ($72B) prove the infrastructure market remains contestable.

Global debt now hits $150 trillion

Global non-household debt reached $150 trillion in Q1 2025. The US shoulders $58.8 trillion (39%), followed by China ($26.1T) and Japan ($11.1T). European nations, including France ($6.5T), the UK ($6.3T), and Germany ($4.7T) carry substantial burdens.

This debt mountain impacts consumers through higher taxes, reduced public services, and constrained business investment.

Central banks face an impossible choice between raising rates to control inflation (risking fiscal crises) or maintaining low rates (risking persistent inflation). Younger consumers now express growing anxiety about inheriting unsustainable economic obligations.

Indonesia's film industry leverages AI for Hollywood-scale production

Indonesian filmmakers are using generative AI to achieve Hollywood-level production values at a fraction of the cost.

AI-powered tools generate complex CGI sequences and storyboards in days rather than weeks, while synthetic voices enable multilingual localisation. This technological leap allows Indonesian films to compete internationally.

However, traditional VFX artists, storyboard specialists, and voice actors face displacement.

The Indonesian government and industry must address workforce transitions through training programs and social safety nets while ensuring AI enhances rather than replaces human creativity.

Tesla's price cuts face BYD's structural advantage

Tesla reduced Model Y and Model 3 prices by $5,000 to address market share erosion to BYD, which has outsold Tesla globally since late last year.

Even at new prices, BYD vehicles remain over $10,000 cheaper due to vertically integrated battery production, lower costs, and government support.

BYD now operates in 80+ countries and aims to double international sales to 800,000 units.

Tesla's stripped-down models exclude premium features like autosteer and heated seats, potentially diminishing brand appeal.

Tesla scrapped plans for a $25,000 mass-market EV, instead offering budget variants of existing models. Chinese manufacturers employ sophisticated segmentation strategies with diverse product portfolios, creating pressure across multiple segments.

Spotting trends is easy. Acting on them before your competitors do, that’s the challenge.

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Top executives are redressing their 2025 strategies with insights from our Consumer Insights Report: H1 2025, a 35+ page analysis, predictions, and real-time market data fueling AI-driven innovation.

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• AI + consumer feedback reshaping product innovation

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Before You Go…

Leaving already? Not so fast. Our published data stories are packed with the kind of actionable insights you will wish you’d seen sooner:

• How consumer spending fueled a 3.8% growth rebound in the U.S. economy

• AI avatars are taking over livestream shopping

• What OpenAI’s $500 billion valuation tells us about data’s future