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- US to tell partners they must pick sides in AI race with China 로이터 기사임 https://www.reuters.com/world/china/us-tell-partners-they-must-pick-sides-ai-race-with-china- 한국, 일본, 호주 국가 동맹을 기반으로 반도체, AI 모델, 핵심 광물 등 AI 생태계를 블록화 추진 목적.
- Vicious Cycle of US ‘Control’ Over High-Cost AI and Dependence on Low-Cost Chinese AI Vicious Cycle of US Commerce Department ‘Control’ Over High-Cost AI and Dependence on Low-Cost Chinese AI Open Chinese AI, which had stood up against high-priced pricing plans, has fallen into a low-profit
- Europe Prioritizes ‘Accurate Risk Measurement’Sovereign AI in the Gap Between Controlling US & China Europe Prioritizes ‘Accurate Risk Measurement’ and Sovereign AI in the Gap Between Controlling US and Open China Consensus is converging within the European Union regarding AI models, aligning with the
- US AI Dominates Politics with 'Voter Recommendation'; Lee Jae-myung's 'AI Direct Democracy' US AI Dominates Politics with 'Voter Recommendation'; Lee Jae-myung's 'AI Direct Democracy' Intensive coverage has been provided on cases where AI identified specific voters when Americans asked, "Who should
- 쉽게보는 리서치 : 알파벳 (GOOGL US/매수) : 2Q26리뷰: 모든곳에서 몰려오는 AI 수요
- 한자리 모인 한미 빅샷들… 반도체·데이터센터·로봇 'AI 동맹'Korean, US Tech Giants Form AI Alliance in Semiconductors, Data C 한자리 모인 한미 빅샷들… 반도체·데이터센터·로봇 'AI 동맹' Korean, US Tech Giants Form AI Alliance in Semiconductors, Data Centers 9,500억달러 AI 협력 발표 Announced $950B Cooperation Includes Unconfirmed MOUs, GPU Purchases, Sparking Transparency
- 쉽게보는 리서치 : 스페이스X (SPCX US/Not Rated) : 전 부문 성장 가속, AI 수익화 본격화
- US High-Cost AI vs. China Low-Cost: Lee Jae-myung Abandons AI, Reviving Jensen Huang’s GPU US High-Cost AI vs. ’, Reviving Jensen Huang’s GPU As the US competed in high-cost AI and China expanded its market share
- AI: Crisis of US Absolute Dominance, China’s ‘Short-term’ Kim Yong-bum’s ‘Robust Long-term Demand' AI: Crisis of US Absolute Dominance, China’s ‘Short-term Strategy,’ Kim Yong-bum’s ‘Robust Long-term Demand’ AI investment has shifted from a strategy of absolute US dominance to a survival strategy of
- BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks · Bloomberg · Bloomberg Ryan Vlastelica Tue Most Read from Bloomberg US Bond Selloff Drives 30-Year Yields to Highest Since 2007 US-Iran Peace Prospects
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