Counterpoint Macro Snapshot, February 2025

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Jan 31, 2025
The Counterpoint Macro Snapshot for February 2025 details significant developments following Donald Trump's return to the presidency in January 2025, highlighting major policy shifts and their implications for the tech industry. Key developments include Trump's immediate issuance of multiple executive orders dismantling Biden-era policies, particularly in areas of clean energy and AI regulation, while also announcing Project Stargate - a $500 billion AI infrastructure investment initiative involving partnerships with major tech companies like OpenAI, Oracle, and Softbank. The report also covers Meta CEO Mark Zuckerberg's strategic pivot to align with the new administration, Trump's decision to delay the TikTok ban while pushing for its partial US ownership, and China's introduction of consumer subsidies for digital products.

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Category

Industry

Macro & Geopolitics

Report Type

Report

Time period

Monthly

Summary

Published

Jan 31, 2025

Contact us

Author

George Lesniak

Research Associate at Counterpoint Research | Specialize in Mobile Handsets and Smartwatches | Business Administration Graduate from CSU | Certified in Market Research and Data Analytics

Archie Zhang

Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.

Tyler Graham

Research Analyst at Counterpoint Research | Focus in Mobile Handsets and Automotive | Business Administration Graduate from CSU | Certified in Market Research/Data Analytics

Yang Wang

Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.