Search results for Goldman Sachs Research
Telecommunications & Media
Apple unveils first foldable iPhone Duo, targets China market
Apple has unveiled its first foldable smartphone, the iPhone Duo, and is targeting China’s foldable phone market. Early reactions highlight smooth transitions between folded and unfolded use and a user-friendly interface. Analysts and commentators point to risks from a high China price and a dual eSIM-only design that removes the physical SIM tray. Competition is intensifying as Huawei and Xiaomi release new foldables, with Huawei holding about 79 percent of the China market.
AI & Enterprise
Fed sees AI, data centre investment supporting manufacturing and construction demand
The Federal Reserve assessed that investment in data centres and AI is supporting demand in manufacturing and construction even as the broader U.S. expansion remains weak. In its Beige Book released on Sept. 2, the Fed said economic activity rose slightly through late August while AI-related demand stood out in several regions. Private forecasts from PwC and Morgan Stanley also project large long-term data centre capital spending, with constraints including power availability and rising costs.
AI & Enterprise
KT promotes \'token factory\' to manage AI usage as new revenue model
KT will make tokens, an emerging economic unit in the AI era, a key pillar of its future new business. It plans to expand its revenue model with a “token factory” that optimises AI usage and supports faster settlement, drawing on billing expertise built in telecommunications. KT plans to build a token gateway for routing and charging, combine it with 1 GW of distributed AI data centres and a token optimisation engine, and develop a platform supporting token generation, brokering and billing.
