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China’s AI Bottleneck May Be Social Security

Oxford researcher Carl Benedikt Frey argues that China’s biggest obstacle to large-scale AI deployment may be inadequate social protection for workers displaced by automation, not computing power or algorithms. The analysis compares China with historical British welfare systems and Denmark’s flexicurity model, while noting that the cited Chinese incidents do not prove a broad AI crackdown.

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AI Smart Beds Enter the Mass Market

Smart bed prices are falling sharply, with many online products now priced at RMB 3,000–4,000 and flagship sets below RMB 10,000. Falling component costs, domestic supply chains, stronger demand, and simplified product configurations are accelerating adoption, while inaccurate sensing and weak adaptive functions remain key concerns.

AI Borrowing Helps Push U.S. Bond Yields Higher

AI Borrowing Helps Push U.S. Bond Yields Higher

The U.S. government and major AI companies are competing for bond-market capital as federal debt approaches $40 trillion and AI infrastructure financing accelerates. Rising long-term Treasury yields could increase data-center funding costs, pressure AI investment returns, and force a repricing of high-growth technology stocks.

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