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Memory Chip Shortage Surges Prices, Samsung and SK Unable to Share Production of Advanced-DRAM​The shortage of conventional memory chips amid the AI craze has caused a sharp price surge, and Samsung and SK are unable to decide on the "allocation of production between advanced and conventional memory," Reuters reported.Samsung had previously informed customers in May 2024 that it planned to cease..

NVIDIA's $57 Billion Revenue Relies on 61% of Four Customers, Chip Leasing Costs Double Most of NVIDIA's fast-growing business relies on four anonymous customers, Reuters found.Sixty-one percent of NVIDIA's $57 billion in revenue came from these customers in the third quarter, a significant increase from the previous quarter, when 56% of revenue was concentrated in just four customers.NVIDIA als..

Korea's stock market plunges by the largest margin, driven by concerns about an AI bubble and the impossibility of a rate cut Wall Street saw its worst day since April's Trump tariffs, driven by concerns about AI stocks and interest rates, on the 18th. South Korea saw the largest decline, dropping more than 3%.The Korean stock market pressured investors with reports amplifying the "US interest r..

CoreWeave's stock price plunges after investment in AI data centers, raising concerns about chip collateral and operational risks​Artificial intelligence (AI) companies, which leverage undeployed chips to create circular debt, are facing operational risks due to "bad collateral." As the price of the collateral chips declines and revenue forecasts decline, the tens of billions of dollars in debt ..

AI Circular Finance: Repaying Investors, Overstocking Data Centers, Conflicts with Superintelligence OpenAI's rapid growth stems from "circular finance" transactions, where it receives billions of dollars from technology companies and then remits those same billions back to the same companies to pay for computing power and other services. From cloud computing to data center construction, the boo..

Bank of England: 'AI Bubble Possible Burst', Oracle's 'Low Profit' OpenAI 'Self-Trading' The Bank of England released minutes on the 8th warning that global financial markets would undergo a 'sharp correction' due to excessive AI investment coupled with the erosion of the independence of the US Federal Reserve (Fed), leading to a rapid expansion of the AI ​​bubble. South Korean media outlets rep..

Trump's Executive Order on AI to Dominate the World 'World Standard' Nuclear Arms Race 'Rekindled'​US President Trump has started to establish world standards and build a conservative liberal-trained ruling system with his executive order on "awakened artificial intelligence."The three executive orders on AI development signed by President Trump on the 23rd focus on promoting the export of US AI..

Trump's China visit and summit priority, 'APEC non-participation, Gyeongju summit arrangement failed' U.S. President Trump announced 'visiting China soon' at a press conference after the summit with the Philippines, indicating the possibility of visiting China before the Gyeongju APEC at the end of September and not participating in APEC. President Lee Jae-myung is focusing his strategy on arran..

Lee Jae-myung's Advanced Fund 50 trillion AI-related stocks plunge, Nvidia falls 5.7%'Nazi Strategy'Right after Lee Jae-myung's regime praised the artificial intelligence (AI) industry and announced a policy to induce ordinary people to invest 50 trillion won in advanced funds, AI-related stocks plunged in the US stock market and Nvidia fell 5.7%. After US President Trump announced a 'one-month ..

Intel 25 years ago refused to acquire Nvidia, ‘reversely absorbed’ by Qualcomm, ‘decline’ due to government support Semiconductor chipmaker Nvidia has been the leading stock in the Dow Jones Industrial Average since the 8th, replacing Intel, which had been the leader for 56 years, and has been reversely absorbed by Qualcomm, citing the huge federal subsidy as the cause of its decline. S&P Dow Jo..