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• 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 , August 18, 2026 at 11:52 PM GMT+9 2 (Bloomberg) -- Nvidia Corp. shares could be trading at a discount blog.naver.com · 2026.08.18
• S&P의 Oracle 신용등급 하향조정, 모두의 문제 Oracle Corp. Junk Bond. * Oracle Corp.’s rapidly expanding AI infrastructure business is increasing its overall credit blog.naver.com · 2026.07.10
• 커서 인수 Space Exploration Technologies Corp. (SPCX) has entered into a merger agreement to acquire Anysphere, Inc., the company behind the AI coding blog.naver.com · 2026.06.16
• Nvidia CEO는, “저는 모든 사람이 이런 유형의 AI를 사용하기를 권장합니다. 그 AI는 무료이고 당신에게 ‘당신이 좋아하는 것은 무엇이든 가르쳐줄 수 있습니다’”고 말한다 AI at Work Nvidia CEO: ‘I would encourage everybody’ to use this type of AI—it’s free and can teach you , Taiwan, on Tuesday, June 4, 2024. blog.naver.com · 2025.03.11
• 샘 알트만의 빅픽쳐들.. 그리고 물밑 움직임들 /www.bloomberg.com/news/articles/2024-02-16/openai-s-altman-seeks-us-blessing-to-raise-billions-for-ai-chips , Bloomberg News reported on Friday, citing ....... blog.naver.com · 2024.02.17