The AI Race Is Becoming a Supply-Chain Race
AI leadership now depends on minerals, semiconductor equipment, power systems and industrial partnerships—not models alone.
Continue readingIndependent research · Est. 2026
Markets · Industries · Public policy
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Markets002
Why Has Silver Surged?
Industrial demand, investment flows and supply constraints have converged—but the story is more nuanced than a simple shortage.
Industry003
Why Is Pork So Cheap in Asia?
China’s hog cycle shows how yesterday’s expansion becomes today’s oversupply—and what a durable recovery would require.
Technology004
Why Build Data Centers in Space?
The economics of power, cooling and orbital infrastructure matter more than the vastness of space.
Public policy005
Why Is the U.S. Withholding UN Payments?
A closer look at assessed contributions, political leverage and the institutions that actually receive the money.
Life sciences006
Why Are Lab Monkey Prices Rising?
A rebound in innovative drug research is colliding with a supply chain that cannot expand quickly.
Industry007
What Does “Bamboo Instead of Plastic” Mean?
Substitution is not a single-product story: materials, manufacturing standards and economics determine where bamboo can really scale.
The author
Independent thinking, grounded in public evidence.
Sun Yuren is an independent and institutional investor focused on macroeconomic cycles, industry dynamics and policy-driven market change.
IR97 develops its analysis from public data, institutional research and practical market observation. AI tools may assist with research organization and drafting; every article is reviewed and approved by a human author.
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