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Google overtakes Naver in mobile app users in July for first time
monthly active users(MAUs) on mobile apps in Korea for the first time, and expectations are rising that the combination of generative AI and search could reshape the country's long-established search and
blog.naver.com · 2026.08.17
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AI Circular Shareholding: Lee Jae-myung & Jensen Huang Alliance; Kim Yong-bum Attacks Investments
Chief of Policy Kim Yong-bum stated, "The AI revolution is real," adding that "investors simply lack confidence in the progress of the AI revolution.
blog.naver.com · 2026.07.29
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엔비디아, 2분기 260억 달러 주주 환원의 실제 의미
Here's what that buys you as an investor." 간단히 요약하면, 1. 2분기 실적: 시장 예상치 상회 매출: 962억 2천만 달러 (예상치 921억 7천만 달러 상회) 조정 EPS: 2.22달러 (예상치 2.10달러 상회) AI
blog.naver.com · 2026.09.12
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AI-generated music now eligible for copyright registration
as long as human creativity is behind it AI-generated music can now qualify for copyright registration "We have introduced new reporting and registration guidelines that allow the registration of AI-assisted
blog.naver.com · 2026.08.12
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AI 거품인가 미래 투자인가: '미완성 데이터센터' SB 에너지 IPO의 빛과 그림자
간단 브리핑 이 글은 The Wall Street Journal의 "The IPO that asks you to buy AI hype today and get paid years later"을
blog.naver.com · 2026.09.12
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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
blog.naver.com · 2026.08.05
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Jim Paulsen - AI CapEx가 둔화될 수 있음을 나타내는 2가지 지표
2 under-the-radar indicators are signaling that the AI-capex boom could soon fade 2가지 숨겨진 지표가 시사하는 AI 기업들이 AI 분야에 수백억 달러를 계속 투입하겠다고 공언하면서, 자본 지출은 수개월 동안 AI 관련 주식 시장을 지탱해 왔습니다.
blog.naver.com · 2026.08.03
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️ IB와 미디어가 '버블론'과 '부채 경고'를 내놓는 3대 구조적 목적
billion financing partnership this week, investors were starting to fret over phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time
blog.naver.com · 2026.08.16
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14100. Why the World Is Paying Attention to Korea in the AI Era
, and stands in an astonishing position ranked 1st in the world for AI patents per capita. nation that proposes a new order and values of AI civilization for humanity, what should s.......
blog.naver.com · 2026.07.28
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AI Bond Sales: $500 Billion in Treasury Bonds Hit Record High This Year; Housing Targets,‘Suffering'
AI Bond Sales: $500 Billion in Treasury Bonds Hit Record High This Year; Housing Targets, Low-Income Families ‘Suffering’ AI companies have already sold nearly $500 billion in bonds this year, and with
blog.naver.com · 2026.08.21
