Memory Stock Valuations Spark Debate Over ‘Supercycle’ Potential
Memory makers are seeing record profits due to surging demand, but their stocks are trading at a...
"Nvidia" Trends 32/337
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CB Insights - State of Digital Health Q1’26
Digital health accelerated into 2026, with funding and deal size both climbing as capital concent...
Daily Report : (PDF) McKinsey 보고서 - 에이전틱 AI 확장을 위한 데이...
1. (PDF) McKinsey 보고서 - 에이전틱 AI 확장을 위한 데이터 기초 구축 전략데이터 품질 기반의 에이전...
AI Is Forcing a Rethink in Cybersecurity
Artificial intelligence giant Anthropic unveiled a partnership with cybersecurity companies Tuesd...
Decentralized Training Can Help Solve AI’s Energy Woes
Pooling processing power wherever it resides promises more energy-efficient model training.Artifi...
Daily Report : (PDF) Pew Research - 이란 전쟁에 대한 미국인의 불안,...
1. (PDF) Pew Research - 이란 전쟁에 대한 미국인의 불안, 전략보다 유가에 집중가계 경제와 직결된 유...
Nvidia-Backed SiFive Hits $3.65B Valuation For Open AI Chips
SiFive, a company founded in 2015 by the UC Berkeley engineers who created an open source chip de...
Daily Report : CB Insights의 2026년 S&P 500 기업의 AI 구축 현황 분...
1. CB Insights의 2026년 S&P 500 기업의 AI 구축 현황 분석과 미래 전망상위 기업 중심의 AI 생태...
CB Insights - The Future of the Enterprise AI Buildout
CB Insights predictive intelligence uncovers how S&P 500 companies are building their strateg...
(PDF) Mckinsey - The Next Era of Semiconductor Value Creation
As the AI boom fuels a surge in data center buildouts, semiconductor companies must make bold str...
The AI Data Centers That Fit On A Truck
Speedy deployment of small, scalable units could be an alternative to hyperscale projects.A tradi...
The Spiraling Cost of Making AI
Spending money to make money is taking on a whole new meaning in the artificial-intelligence worl...
The 12x Bet on AI
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more...
OpenAI Closes Silicon Valley’s Largest-Ever Funding Round
OpenAI has completed a deal to raise $122 billion from investors at an $852 billion valuation. Th...
(Infographic) The Best Places to Work in America in 2026
What makes a company one of the best places to work in America?Each year, Forbes surveys hundreds...
Daily Report : Mckinsey 보고서 - 차세대 AI 경험 구축을 위한 4대 UX...
1. Mckinsey 보고서 : 차세대 AI 경험 구축을 위한 4대 UX 설계 원칙전통적 명령-실행 모델을 넘어선 협...
Nvidia’s Always-On Chip Detects Faces in Less Than a Millisecond
The system “races to sleep” to save power after visual processing.Always-on vision systems migh...
Startups Bring Optical Metamaterials to AI Data Centers
Lumotive and Neurophos are tackling different problems in AICharles Q. Light-warping physics made...
L'Oréal And Nvidia To Accelerate Beauty Discovery Powered By Predi...
L'Oréal announced the expansion of its AI partnership with NVIDIA, aimed at accelerating and re-...
What Is Inference ? Explaining the Massive New Shift in AI Computing
The focus of artificial-intelligence spending has gone from training models to using them. Here’...
Memory Chip Crunch to Persist Until 2030, SK Chairman Says
A global shortage of memory chips is likely to persist another four to five years because of cons...
Laser Chip Brings Multiplexing to AI Data Centers
Feeding more optical signals into one fiber will reduce latency.As the bandwidth and power demand...
Mobile Chiefs Reckon With AI Boom and Geopolitics at MWC 2026
Telecom companies are trying to show that new partnerships and artificial intelligence-driven inn...
Daily Report : AI 칩의 전력 효율 혁명을 노리는 Ayar Lab, 5억 달러...
1. AI 칩의 전력 효율 혁명을 노리는 Ayar Lab, 5억 달러 투자 유치5억 달러 투자 유치와 38억 달러의...
Startup Making AI Chips More Power-Efficient Raises $500M
Ayar Labs, which is replacing the copper wiring in semiconductors with fiber optics, is valued at...
AI Pioneer Fei-Fei Li’s Startup World Labs Raises $1 Billion
World Labs, a startup from artificial intelligence pioneer Fei-Fei Li, raised $1 billion in a new...
How and When the Memory Chip Shortage Will End
Demand for computer memory is surging because of artificial intelligence, especially the type of...
Picks and Shovels Still Rule the AI Tech Trade
Investors have punished big-spending tech giants and software companies while betting on memory c...
Big Tech to Spend $650 Billion This Year as AI Race Intensifies
Four of the biggest US technology companies have forecast capital expenditures that will reach ab...
(Infographic) CB Insights - The Physical AI Models Market Map
The Physical AI Models Market Map: Behind The Arms Race To Control Robot Intelligence.The robotic...
Neurophos Bags $110M To Make AI Compute 100x More Energy Efficient
Neurophos is tackling one of AI’s biggest bottlenecks: power and scalability. As AI inference wo...
Daily Report : (PDF) Mckinsey 보고서: AI 시대의 인간적 강점, '뇌...
1. Mckinsey 보고서: AI 시대의 인간적 강점, '뇌 자본(Brain Capital)' 투자뇌 자본의 경제적 가치 재...
