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- OngJHOngJH
  ·07-31 08:38
  AI over charges
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
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- Santa GhoshSanta Ghosh
  ·07-27
  Share your opinion about this news…
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
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- Tiger 123Tiger 123
  ·07-20
  Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
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- Enson78Enson78
  ·07-09
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
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- Enson78Enson78
  ·07-09
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
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- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  841 Comment
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- OngJHOngJH
  ·07-31 08:38
  AI over charges
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  23 Comment
  1
  Share
  Report
- Santa GhoshSanta Ghosh
  ·07-27
  Share your opinion about this news…
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  130 Comment
  2
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- Tiger 123Tiger 123
  ·07-20
  Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  627 Comment
  3
  Share
  Report
- Enson78Enson78
  ·07-09
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  1.04K Comment
  3
  Share
  Report
- Enson78Enson78
  ·07-09
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  509 Comment
  3
  Share
  Report
- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  841 Comment
  3
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  Report

AI Industry Frontlines

U.S. Tech Giants Double Down on Spending Spree

OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2

OpenAI's Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed the Entire Second Quarter

AI Spending Worries Spread To High-Yield Bond Investors

SK Hynix Earnings Call: No Signs Of AI Investment Slowdown, HBM4E Mass Production In 2027, Long-Term Contracts Won't Lead To Oversupply

Markets on Edge Ahead of Fed Decision: Wall Street Braces for 'Hawkish Thunderbolt'

Trump Administration's AI Regulatory Framework Nears Finalization, Draft Circulated To OpenAI, Anthropic, And Google

Nvidia Reportedly Signs $50 Billion Texas Data Center Lease, Potentially Paving The Way For AI Computing Expansion

More Cracks Appear Inside The AI Bond Market!

What Triggered The Sharp Slide In US Chip Stocks

‘Most Profitable Quarter’ Meets a 30% Monthly Plunge! SK Hynix Earnings Could Be the ‘Litmus Test’ for the AI Memory Supercycle

AI Offense and Defense Era Arrives! Microsoft Launches Its First Dedicated Cybersecurity AI Model

Japan and Korea’s "Big Three Memory Makers" Report Earnings This Week: Can Strong Results Rescue Plunging Stock Prices?

AI Frenzy Triggers Credit Alarms: Tech Giants' CDS Surge, "The Big Short" Eisman Reduces Holdings

NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase

Why NVIDIA Just Dropped $500 Billion On SK Hynix？

74 Trillion Won Selling Pressure Relieved! South Korea's National Pension Service Reverses Position, Heavily Buys SK Hynix

A Sense of Unease is Spreading; U.S. Stocks Face a Critical Week: All Eyes Turn to AI Earnings and the Federal Reserve

OpenAI Uncontrolled AI Incident Exposed: Breach Took a Week to Detect, and an Agent Left a "Escape Guide"

What Does Intel's Sharp Increase In Capital Expenditure Signify?

Wall Street’s AI Divide: Inside The Bull And Bear Cases For What Comes Next For The Stock Market

Samsung Cuts US Jobs, Offers Relocations Ahead Of HQ Move

OpenAI Grapples With Surging Startup Demand In Apac Even As It Expands Singapore Team

Could AI Chip Boom Make ASML Europe's First Trillion-Dollar Firm?

TSMC Bets Big on AI: 'Strong, Multi-Year' Demand Fuels Arizona Expansion

What is the AI Bubble? Analyst: OpenAI is the "Industry's Lehman Brothers," and Its Collapse Could Trigger a Market Crash!

OpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companion

IBM Collapses In Historic Single-Day Drop; Goldman Flags Software Bear Risk As AI Hardware Drains Corporate IT Budgets

IBM Profit Alert Reveals Budget Shift: AI Hardware Siphons Spending Away From Software

Trillion Dollar Chip Rout Trains Spotlight on TSMC and ASML Results

7 Circuit Breakers In 2026; Goldman Traders Ponder: Where Is The Bottom For South Korean Equities?

Chip Stocks Hit Rocky Patch. What's Next?

Bond Market Selloff Rocks Stocks, Threatening The AI Bull Trade

Meta & Amazon Spearhead Big Tech’s Trillion-Dollar AI Capex Boom

Anthropic Delays Claude Fable 5 Billing; OpenAI Removes GPT-5.6 Sol Usage Caps

Spot Market Premiums Surge Up To 30%; PC And Datacenter Buyers Compete For Limited Wafer Output

U.S. Commerce Dept Clears Full Commercial Rollout; Restricted Preview Limited To Vetted Enterprise Partners For Weeks

Analysts Split On Cycle Trajectory; Summer Pullback Seen Temporary, Not End Of AI Memory Supercycle

AI Memory Rally Fully Priced In; Profit-Taking Hits Samsung After Earnings Release

BofA Labels Current Selloff A "Summer Reset", Seasonal Pullback Not An End To AI Upcycle

Big Tech’s AI Heavy Capex Erodes Long-Term Profitability; Analysts Flag Unsustainable Earnings Surge

Boosted by Booming AI HBM Demand, SK Hynix US IPO Draws Fervent Interest From Global Tech Capital

AI Datacenter Expansion Sustains Memory Boom, Samsung Optimistic About Upcoming Quarterly Results

Booming AI Memory Demand Lifts Samsung’s Q2 Revenue and Profit Well Above Consensus Forecasts

Bank Of Korea Warns On Leveraged ETFs In SK Hynix, Samsung Electronics; Tougher Stance Signals Risk Concerns

Semiconductor Boom Generates Massive Tax Revenue For Korea’s Strategic Fund

Samsung Electronics Set To Post 18-Fold Operating Profit On July 7; Chip Rally Faces Test

Goldman Sachs Sees 20% KOSPI Upside, Warns Elevated Volatility But Contained Leverage

BOK Issues Tough Warning; Single-Stock Leveraged ETFs Amplify Market Volatility

AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm

Solid Mid-Year Lifts Robotics & AI Semiconductors

HDD Prices Surge, Storage Boom Continues

AI Labor Narrative Flips, Tech Giants Reverse Prior Displacement Warnings

Chasing AI Demand, Seoul Accelerates Large-Scale Chip Projects

Jim Cramer on Anthropic's Reported Samsung AI Chip Plans: 'We Really Don't Have Anything But a Rumor'

Pared By Cost, OpenAI And Anthropic Push In-House AI Chips; What’S Driving The Shift Beyond Savings?

After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow

High-End Optical Chips Stay In Short Supply, Multiple Headwinds Cool Market Sentiment

Korea’s Leverage ETFs Quadruple In A Year, Parliament Mulls Tighter Rules

AI Exodus

Semiconductors Slide Two Days Running, Big Tech Moves Shake AI Compute Outlook

AI Rally Drives Wealth Gains, Nearly A Million New Millionaires In 2025

South Korea Bets Trillions On Storage & Datacenters For AI Boom

Analyst Backs Palantir’s Unique AI Edge, Stock Rebounds Sharply

Elon Musk Says Optimus Production Will Be 'Extremely Slow' in the Beginning: 'This is Not Like Making a Car'

Nvidia Starts Taking Cut Of AI Cloud Providers' Revenue; Shifts Beyond Chip Sales To Ecosystem Toll

AI Funds Surge In Q2

Musk-Altman Judge Enlists Mediator to Resolve AI Titans’ Battle

Meta Compute Spooks Hardware, No Sector Overcapacity

Three AI Bubble Fears Unfounded, GS Bullish On Three Sectors

Meta Sells AI Compute; Capitulation Or Strategic Pivot? Wall Street Remains Split

Top Global Economists Issue Broad Warnings On AI’s Labor, Inflation And Financial Bubble Risks

FTC Warns Over-Corrected AI Bias Controls May Violate Federal Consumer Protection Rules

FT: US Negotiates Voluntary Safety Standards For Frontier AI Models With Top Tech Labs

AI Drives Cloud Spending Up 10.1% This Year

OpenAI Proposes Ceding 5% Stake To U.S. Government

Monetizing AI Compute, Meta Seizes Inference Cloud Opportunities

Meta Enters Compute Cloud; Third-Party GPU Lessors’ Shovel Logic Collapses, Hardware Vendors’ Core Demand Remains Intact

Samsung, SK Hynix Demand Second-Half Substrate Price Cuts; Seek To Roll Back Prior 3–4% Hike