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Causeway Capital Commentary: Investing Across the AI Cycle
GuruFocus.com via Yahoo Finance· 6 hours agoSamsung Electronics and SK Hynix are currently the dominant SSD suppliers. Seagate Technology...
SK hynix drives merger of South Korean Nvidia challengers
The Register· 5 days agoTwo South Korean members of the AI Platform Alliance – a group that advocates an open alternative to...
SK’s AI Chip Startup Sapeon Agrees to Merge With Rebellions
Bloomberg via Yahoo Finance· 6 days ago(Bloomberg) -- SK Telecom Co.’s artificial-intelligence chip startup unit Sapeon Korea Inc. and...
SK Telecom invests in GenAI search startup Perplexity
TelecomTV· 4 days agoSK Telecom, which has been positioning itself as an ‘AI company’ for almost two years (during which time it has made investments in multiple AI-related startups), said the ...
What’s up with… Rakuten Mobile, Stage X, SoftBank
TelecomTV· 9 hours agoBack in the land of the rising sun… SoftBank has partnered with generative AI (GenAI) search startup Perplexity. From 19 June, the telco’s customers will be able to apply ...
South Korean AI chip developers Rebellions and Sapeon to merge
Reuters via Yahoo Finance· 6 days agoThe consolidation is aimed at winning the global AI semiconductor market within the next two to...
Memory Markets To Experience a "Supply Shock", As AI-Driven Demand Comes In For The Rescue
Wccftech· 5 days agoGlobal memory markets are expected to witness a "supply shock" within the next year, claims Morgan...
Gateway - Quartz
Quartz· 1 hour agoQuartz is a guide to the new global economy for people who are excited by change. We cover business, finance, economics, technology, lifestyle, and leadership.
Nvidia Is the Pricey AI Play. These 7 Stocks Are Real Bargains.
Barrons.com· 5 days agoNvidia and a handful of other U.S. stocks have become almost synonymous with artificial...
The Deadly Mining Complex Powering the EV Revolution
Bloomberg· 2 hours agoA complex of factories, smelters and power plants on the island of Sulawesi, IMIP erupts in a tangle of pipelines and smokestacks that belch particulates...