블로그
-
SpaceX’s AI Deficit Widens, Stock Valuation at ‘Half’ on IPO; Korean Media Reports $2 Trillion
SpaceX’s AI Deficit Widens, Stock Valuation at ‘Half’ on IPO; Korean Media Reports $2 Trillion Financial statements released during SpaceX’s IPO operation showed a stock valuation of ‘half’ due to widening AI
blog.naver.com · 2026.05.30
-
25년 7개월만에… 코스피 '왕좌 교체'SK Hynix Ends Samsung's 25-Year Market Cap Reign in South Korea
25년 7개월만에… 코스피 '왕좌 교체' SK Hynix Ends Samsung's 25-Year Market Cap Reign in South Korea SK하이닉스 시가총액 1위 등극 삼성전자 13조원 차이로 앞질러 AI-driven HBM focus and Nasdaq ADR plans boost SK Hynix, while Samsung's diverse
blog.naver.com · 2026.06.23
-
[AI&IT] 아이폰 18이 200달러 비싸지는 진짜 이유 : AI가 부른 메모리 대란 'RAMageddon'
아이폰 18 프로 시작가 1,299달러로 전작 대비 약 200달러 인상 전망 원인은 AI 데이터센터발 메모리 품귀 현상 'RAMageddon'. AI 데이터센터가 메모.......
blog.naver.com · 2026.06.22
-
Look at the IBM stock price, The biggest lesson of the AI era: never get comfortable.
1) The biggest lesson of the AI era: never get comfortable. On June 2nd, IBM, $IBM, was up +13% for the year and trading at its highest level on record.
blog.naver.com · 2026.07.14
-
2026.6.25 - 마이크론, AI 수요에 실적·전망 예상 상회 / 중국 슈퍼컴퓨터 2위인 미 엘 카피탄 보다 22% 더 빠른 연산 속도
오전 6:52 마이크론 실적 경계감에 기술주 약세…장 마감 후 분위기 반전 Stocks Mixed as AI Weakness Offset by Consumer Strength By That’s after the stock fell 13% on Tuesday amid a selloff in AI-related companies.
blog.naver.com · 2026.06.24
-
2026년에는 AI 가치가 부쩍 상승할 것...가장 가치 있는 최적화 모델은
AI got smarter and twice as expensive in 2026. Nobody got a breather this year. Google shipped Gemini 3.1 Pro in February.
blog.naver.com · 2026.06.15
-
Lee Jae-myung Han Sung-sook Lie: Naver & SK’s ‘Sovereign AI’ Subordinate to Jensen Huang’s Alliance
Lee Jae-myung and Han Sung-sook Lie: Naver and SK’s ‘Sovereign AI’ Subordinate to Jensen Huang’s Alliance Lee Hae-jin, who was inserted into Nvidia's affiliated alliance system, falsifying it into "Sovereign AI
blog.naver.com · 2026.06.08
-
The Wake-Up Call: A $400K AI Bill Becomes $1.4M Overnight
founder posted this week that his company’s Anthropic bill is about to jump from $400K to $1.4M per year For the past two years, AI spend inside companies was treated like electricity; something you use freely
blog.naver.com · 2026.06.26
-
[ BTGI ] 한국 주식시장(코스피) 폭락 가능성 언급
It’s set records this year because of the influence of AI beneficiaries like SK Hynix. on Wall Street have been warning about a possible break in momentum for tech stocks in general and AI
blog.naver.com · 2026.05.29
-
안경Bing 동영상안경
안경Bing 동영상안경 Bing 동영상 동영상 더 보기 00:49 삼성 50만원대 ‘AI 안경’ 실물 공개.. 애플·메타 비상? YouTubeMBCNEWS 조회 수: 6만2개월 전 동영상 더 보기 09:41 Samsung to Unveil Smart Glasses This Year?!
blog.naver.com · 2026.05.27