Tech leaders, your balancing act between innovation and sustainability just got a guide with the Green Software Foundation’s latest podcast series, CXO Bytes hosted by Sanjay Podder, Chairperson of the Green Software Foundation.In each episode, we will be joined by industry leaders to explore strategies to green software and how to effectively reduce software’s environmental impacts while fulfilling a drive for innovation and enterprise growth. Hosted on Acast. See acast.com/privacy for more ...
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Green Software Foundations Podcasts
China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
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From green energy to property woes, China turns to financial engineering
16:53
16:53
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16:53Solar and wind farm builder Xinte has announced plans to start collateralizing its assets using asset backed securities. Is this the start of a new trend for such companies? And China International Travel is spinning off its real estate business that was once a money spinner but has become a dud lately with the sinking property market. How should i…
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From software to the skies, China’s self-sufficiency drive meets economic reality
14:54
14:54
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14:54Observers noticed a key government document on rare earths was created using homegrown Chinese word processing software. Is this part of China's "delete America" campaign? And China's homegrown C919 regional jet has suffered a setback after Vietnam's Vietjet returned two leased models. What does this mean for the aircraft's future?…
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China bets big on stocks as consumers fret over pre-made food
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18:40Team China has pumped $550 billion into the country's two main stock markets, buying up nearly 5% of the market value of all listed companies. What's the thinking behind this strategy? And pre-made foods are in the spotlight after a popular blogger criticized a major restaurant chain for using such products. Why is this such a sensitive subject in …
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Nasdaq gets tough on small Chinese IPOs, as an AI-fueled energy storage boom takes off
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20:30The Nasdaq is preparing to crack down on smaller listings by Chinese companies. What's driving the move, and what are the broader implications? And energy storage has become the latest flavor of the day by new Chinese IPO candidates. What's driving this trend, and is it real or just another bubble?By Bamboo Works
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How Much Energy Does Google’s AI Use? with Cooper Elsworth
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33:06Host Sanjay Podder speaks with Cooper Elsworth, Google’s lead for AI and cloud emissions insights, about the real energy, carbon, and water footprint of AI systems. They discuss Google’s groundbreaking research on measuring AI’s environmental impact using empirical data rather than estimates, revealing a comprehensive methodology, with Cooper expla…
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Cango to build on bitcoin mining foundation with HPC pivot
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25:46Cango's public relations and investor relations director Juliet Ye details the company's strategic pivot to transform from a pure-play crypto miner into an integrated energy and high-performance computing (HPC) platform. The multi-phase strategy leverages Cango's existing energy and computing infrastructure as a foundation to build a more diverse b…
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China tech: virtualizing debt, AI for daters
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18:42
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18:42Linklogis has jumped on the crypto bandwagon in a new blockchain alliance with XRP Ledger, owner of the ripple cryptocurrency. What's the significance of this tie-up? And leading dating app operator Hello Group has added an AI function that suggests ice-breakers for young men to say to their dates. Will this help to get young people spending again?…
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Dancing robots and K-pop diplomacy: China's economic and social gambits
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18:01Unitree plans to file for an IPO by year end, capitalizing on the recent popularity of its dancing humanoid robots. But are these products really ready for market? And China has quietly lifted a nearly decade-old ban on K-Pop. What's behind the sudden change of heart?By Bamboo Works
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China’s state-driven stocks, and its corporate wars abroad
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17:19
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17:19China's stock market rally is fast approaching its one-year mark, with the benchmark Hang Seng and Shanghai composite indexes both up around 40%. How much longer can it last, especially given the weak state of China's economy? And internet giants Meituan and DiDi have sued each other in Brazil, where they are competing in the takeout dining market.…
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China moves to end solar bloodbath, as East Buy chases warehouse club crown
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16:44China is floating yet another plan to rescue its oversupplied solar sector, including a mass shuttering of excess capacity. Will the government-led effort work this time? And a former online educator says it wants to become the new online Sam's Club of China. Does East Buy have what it takes to succeed?…
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Sustainability at Scale in the GenAI Era with Dr. Katia Chaban
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46:32Host Sanjay Podder speaks with Dr. Katia Chaban about uniting IT and sustainability through circular economy practices. Dr. Chaban shares her journey into sustainable IT, the importance of addressing e-waste and embodied carbon, and the growing challenges posed by AI. She highlights how circular thinking, training, and cross-industry collaboration …
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China plays defense on EV batteries, offense on hydrogen
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16:01China rolls out new rules restricting the export of cutting-edge technology for EV battery manufacturing. How will this affect Chinese battery makers setting up factories abroad? And hydrogen fuel cell maker Refire reports its revenue fell 10% in the first half of the year. What does this say about a Chinese sector that's getting huge government su…
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China's changing tastes buffet western brands as Ant Group faces old headwinds
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17:06Burger King withdraws from Hong Kong, after facing similar issues on the Chinese Mainland. Why is life so difficult in China for this fast food giant? And Ant Group's purchase of a Hong Kong brokerage is getting extra scrutiny from Chinese regulators. Why is China so wary of this company? Text version: https://thebambooworks.com/chinas-fast-food-we…
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JD.com flees China’s brutal retail wars for Europe, as Beijing fails to tame price-cutting at home
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18:25
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18:25JD.com has purchased brick-and-mortar retail chains in Germany and Hong Kong. Why is the company taking this route instead of sticking to e-commerce? And car trader Autohome has reported a fourth consecutive quarter of revenue contraction, as its ad revenue plunged. When will price wars hobbling China's oversaturated car market finally end? Read mo…
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Apple's China puzzle and an African phone pioneer’s peril
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18:48
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18:48Apple returns to revenue growth in China, as it also closes its first store in the city of Dalian. What's next for the company in the world's largest smartphone market? And Transsion considers a Hong Kong IPO. Should investors buy into this biggest smartphone maker you've never heard of, banking on its status as Africa's top cellphone brand?…
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The Green IT Value Case with Marc Zegveld
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37:42
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37:42In this episode of CXO Bytes, host Sanjay Podder speaks with Marc Zegveld, Managing Director of ICT at TNO, about the competitive value of green IT. Drawing on the recent Green IT Value Case, real-world case studies, and research, they explore how sustainability initiatives can enhance business performance—from cost savings and supply chain clarity…
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From Delhi risks to a domestic dairy bust
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24:36
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24:36Smartphone glass maker Biel is building up an Indian production base, while appliance giant Haier is selling half of its Indian business. What's driving these two very different moves by Chinese companies in the fast-evolving Indian market? And two dairy companies are reporting stagnating sales. Is China's dairy sector past its high-growth glory da…
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China’s new investment playbook: VCs chase crypto as a travel upstart eyes New York
24:57
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24:57Two mid-sized Chinese venture capital firms are moving in new directions, one embracing cryptocurrencies and the other diversifying beyond retail. What's driving these moves? And up-and-coming online travel agent Klook is eying a major New York IPO. Why isn't it following a more recent trend to list in Hong Kong, and is there room for yet another t…
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Private healthcare's unclear road, and a surging cosmetic surgeon
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16:19
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16:19Private clinic operators for medical treatments like eye and dental care are facing a difficult path as Chinese consumers rein in their spending. What's ahead for this group? And cosmetic surgery services provider So-Young's shares have soared in recent weeks as investors embrace its shifting business model. Why are they suddenly so confident?…
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Hong Kong: China’s IPO pipeline and crypto lab
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15:47
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15:47Companies raised $13.6 billion through Hong Kong IPOs in the first half of the year, giving the city the global fundraising title for that period. What's behind the sudden boom? And a growing number of Chinese companies are experimenting with cryptocurrencies in Hong Kong, even as such currencies are banned on the Mainland. What's driving such diff…
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Macao's end of an era, and a ghost ship in search of a business
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18:35
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18:35An era has ended in Macao with the planned closure of the city's remaining "satellite casinos" by the end of the year. Does this represent the latest step in the corporatization of Macao? And former financier-turned-educator-turned -food seller Qudian has announced it's pulling out of its latest foray into last-mile delivery. What value for investo…
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In this episode of CXO Bytes, host Sanjay Podder speaks with Adrian Cockcroft, former VP at Amazon and a key figure in cloud computing and green software, about strategies for reducing the environmental impact of AI and cloud infrastructure. Adrian shares insights from his time at AWS, including how internal coordination and visibility helped drive…
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An early edition toy based on the red-hot Labubu character has fetched a record $150,000 in a recent auction. What's driving the craze, and is it sustainable? And a high-profile tussle between two leading skincare brands has left one of them bruised, with its stock down 30%. How can investors steer clear of this kind of damage?…
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WeRide's big share repurchase, and Huawei's PC Harmony
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26:45
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26:45Huawei has released a PC version of its Harmony operating system, as well as two models using the OS. How likely are other PC and smartphone makers to adopt this made-in-China OS? And WeRide has launched a $100 million share buyback less than a year after its IPO. What prompted the move, and is this the best use of its dwindling cash?…
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Zeekr's Buyout Stalls, and Chagee's Returns Cool
26:23
26:23
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26:23A group of early investors in NEV maker Zeekr have protested a recent privatization bid for the company, saying it's too low. Will the buyer heed their complaints and raise its offer? And Chagee's maiden quarterly results show its revenue grew at just half the rate of its new store openings. What's behind the evaporting returns?…
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Russia's Chinese Car Indigestion, and the Fall of a Chinese Chip Magnate
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18:45After zooming over the last few years, China's car exports to Russia skidded by 44% in the first quarter. What put on the brakes? And former microchip superstar Zhao Guowei has been sentenced to death for waste and corruption. What led to his downfall?By Bamboo Works
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Starbucks Seeks a China Partner, and Vaping Looks to Diversify
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16:57
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16:57Starbucks has reportedly sent invitations to several parties interested in buying part of its struggling China operations. What kind of partner is the U.S. coffee giant likely to choose? And vaping companies are scrambling to diversify production away from China over concerns about Donald Trump's tariffs. Where are they going, and will they escape …
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Host Sanjay Podder brings Noah Broestl, Associate Director of Responsible AI at the Boston Consulting Group, to the stage to explore the rapidly evolving landscape of generative AI and its implications for business leaders. Together, they talk about the requirements of present and future AI governance frameworks, the road to sustainability in AI, a…
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Uber's Chinese Robotaxi Romance, and Webull's Strong Debut
16:43
16:43
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16:43Uber has signed new alliances with Chinese robotaxi operators Momenta and Pony AI, and fortified an existing partnership with WeRide. Why the sudden embrace of Chinese robotaxis? And Webull's stock has charged from the gate with massive gains following its SPAC listing. What's driving this company, which is an unusual hybrid of a U.S.-based busines…
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A Bagel Success Story, and a Red Bull Slayer
16:58
16:58
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16:58Tim Hortons is tasting some new success in China with a bagel formula. Will this mark the start of a turnaround for the struggling chain? And a Red Bull killer named Eastroc has filed to list in Hong Kong. What’s the secret to its success, and will it attract investors to its story?By Bamboo Works
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Delisting Speculation, and a New Tea Listing
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14:20Speculation is growing on a potential delisting of Chinese shares from New York in the growing US-China trade war. Could such a mass delisting really happen? And a purist premium tea maker named Chagee raises $400 million in a Nasdaq IPO. What sets this company apart from its many rivals?By Bamboo Works
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Host Sanjay Podder is joined by Eric Gertsman, Director of Tech Sustainability at Salesforce. They talk about shaping the future of green IT, with Eric sharing his journey from entrepreneur to sustainability leader, his work decarbonizing data centers, and the importance of accurate carbon accounting through Salesforce’s Net Zero Cloud. They explor…
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Fintech lenders are entering a new golden era, with Jiayin reporting 46% growth for its core consumer lending business in last year's fourth quarter and forecasting similar gains this year. What's driving this rebound? And hotelier H World is still trying to fix a German acquisition from 2019 that wiped out its profit in the fourth quarter of last …
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TikTok's plan to sell its US operation runs into resistance from Beijing after Trump's new tariffs. Does this spell the end for this deal? And Xiaomi enters crisis mode after a fiery crash of one of its EVs leaves three students dead. Will this put the brakes on Xiaomi's stock?By Bamboo Works
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A Hydrogen Listing, and a New China Toy Story
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17:25A young company called Scage is close to listing in New York through a backdoor SPAC merger. Is it really worth the high valuation it's seeking? And 52Toys has hired an investment bank for a Hong Kong IPO. Will it be able to sell investors on its toy story of rapid expansion and hot collectibles?By Bamboo Works
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Soaring Stock Brokers, and Rising Tobacco
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16:24Online brokers Futu and UP Fintech have recorded banner results, with revenue up by 75% or more for both in the fourth quarter. What's driving the growth, and is it sustainable? And the international arm of China's tobacco monopoly reported 10% revenue growth last year, even as the number of Chinese smokers fell. What's driving the increase?…
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New solar policy support, and a stock market cleanup
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17:42China may be preparing new policy support for its embattled solar companies, possibly in the form of ramped up building of new solar farms. Will such support be enough to raise the sector out of the doldrums? And China's securities regulator has reportedly launched a campaign to stop many smaller firms from seeking overseas listings in New York. Wh…
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The Nationalism Factor, and a Forced Asset Sale
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14:46
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14:46The huge success of "Ne Zha 2," partly due to national pride, has lit a fire under the stock of the movie's producer, Enlight Media. How important is the nationalism factor when choosing Chinese stocks? And Hong Kong's CK Hutchinson has sold its two port operations in the Panama Canal after coming under pressure from Donald Trump. Are we likely to …
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CXO Bytes host Sanjay Podder is joined by Dr. Paul Dongha, Head of Responsible AI and AI Strategy at NatWest Group, to discuss the evolving landscape of responsible AI in financial services. With over 30 years of experience in AI and ethical governance, Paul shares insights on balancing AI innovation with integrity, mitigating risks like bias and e…
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China's Takeout Delivery Market Gets a Shakeup
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15:14China's takeout dining duopoly of Ele.me and Meituan will start offering social benefits for their thousands of drivers. What's driving this change of heart and what will it mean for the market? And JD.com has announced its entering the fray, aiming to take on this established duopoly. What are its chances of success, and what does this mean for th…
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China’s Box Office Devil Ne Zha, and Burger King's China Flip
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18:33A hit animated film about a devil child called "Ne Zha" is breathing new life into China's moribund box office. Is this the start of better days for movie theaters? And Burger King's owner buys out its China franchising partner. What's driving this move, and what does it mean for Burger King in China?…
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An Apple Anti-Trust Probe, and Hong Kong's Second SPAC Merger
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17:29China is reportedly preparing to attack Apple on anti-trust grounds related to its app store operation. What's driving this probe? And steel trader ZG Group nears a Hong Kong listing through a SPAC merger, only the second since the city launched its SPAC program three years ago. Why has progress been so slow?…
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McKinsey Weighs China Exit, and Shenzhen Rescues Vanke
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17:17Some partners at U.S. consulting giant McKinsey are questioning the wisdom of staying in China. What's driving their doubt, and what would a withdrawal signify? And Shenzhen rescues struggling developer Vanke. What is the city demanding in return for its assistance?By Bamboo Works
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A Drug Company's Forced Sales, and a Family Feud in Shanghai
19:09
19:09
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19:09A family of biotech contracting companies in Wuxi has begun selling offshore assets under pressure from Western governments worried about national security. Will other Chinese drugmakers with overseas assets be forced to follow suit? And a family feud in Shanghai has left a $1 billion luxury villa complex in limbo. How much risk does this kind of f…
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What's Ahead for China Inc. Under Trump 2.0?
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17:54The new U.S. Trump Administration will need to decide whether to continue earlier policies on restricting trade and IPOs by Chinese companies. Will it break with the previous Biden administration on issues like the TikTok ban, or will it get even tougher?By Bamboo Works
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Alibaba's Sun Art Sale, and a China-Kazakhstan Dual Listing
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16:23Alibaba has announced a plan to sell its majority stake in Sun Art, operator of the popular RT-Mart supermarket chain. Is this the end for Alibaba's new retail vision combining e-commerce with brick-and-mortar stores? And a mining startup called Jiaxin has unveiled a plan to list shares in both Hong Kong and Kazakhstan, where it's developing a tung…
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Green Manufacturing and Supply Chains and the Role of Green IT and Responsible AI with May Yap
24:39
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24:39CXO Bytes host Sanjay Podder is joined by May Yap, Senior Vice President and CIO of Jabil, to talk about the intersection of green IT, responsible AI, and sustainable manufacturing. May shares how Jabil integrates renewable energy, circular economy principles, and AI-driven solutions into its global operations, contributing to its recognition as on…
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A Shifting IPO Tide, and China Stocks Get Cold Shoulder in Europe
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17:29Chinese companies are increasingly choosing Hong Kong over New York for their offshore listings. What's driving this tide? And some of those same companies that have listed in Europe are finding a lack of interest from investors in Germany, Switzerland and London. Why the cold reception?By Bamboo Works
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Bubble Tea IPOs Come Back, and an Nvidia Supplier Booms
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14:53China’s bubble tea IPO ban ends with the resumption of Guming’s Hong Kong listing. What’s changed in the market? And a nuts and bolts maker called ZJK soared on hopes for a deeper Nvidia partnership. Are the company’s big stock gains justified?By Bamboo Works
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GM’s China Charge, and Nvidia’s Antitrust Probe
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17:09GM takes a $5 billion charge related to its struggling China business. Where did the auto giant go wrong in the world’s largest car market? And China probes Nvidia for antitrust behavior in a 4-year-old chip acquisition. Is the move politically motivated?By Bamboo Works
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