Artificial intelligence is producing two seemingly contradictory signals. Trillions of dollars are flowing into data centers, GPUs and power infrastructure, while some of Wall Street’s most sophisticated investors are increasing bets against companies building that capacity. CoreWeave captures the t

A new bottleneck is emerging in artificial intelligence. It is not GPUs or high-bandwidth memory, but the capital required to build the data centers that will house them — projects increasingly measured in tens or even hundreds of billions of dollars. Nvidia is working with some of Wall Street’s big

AI memory competition is expanding from a race to build better high-bandwidth memory to a contest over who can supply it at scale and with reliability. SK hynix approved a plan on August 7 to invest a combined 54.3 trillion won ($38 billion) in its Yongin semiconductor cluster and Cheongju operation

August 19 may determine more than the tariff rate applied to trade between the United States and Canada. It could become a test of how far Washington can use tariffs to influence another country’s market access, industrial policy and supply chains.U.S. President Donald Trump announced on July 20 tha

U.S. crypto policy is moving beyond deregulation toward the design of a formal market structure. Senate Majority Leader John Thune filed a motion on August 8 to advance a key procedural vote on the CLARITY Act, with a vote expected after the Senate returns from its mid-September recess. Passage will

Lotte Group Chairman Shin Dong-bin inspects Lotte Wellfood’s new ice cream manufacturing plant in Pune, India. The facility is a key part of the company’s strategy to expand local production and strengthen its presence in India’s growing consumer market. / Courtesy of Lotte WellfoodLotte Wellfood’s

An unexpected warning signal has emerged from the U.S. labor market. Nonfarm payrolls fell by 23,000 in July, according to the Labor Department’s August 7 employment report, sharply missing expectations for an increase of 80,000. It was the first decline in five months, while payroll gains for May a

The AI semiconductor race is changing. For years, TSMC, Samsung Electronics, Intel and SK hynix competed primarily through technology, manufacturing capacity and capital investment. But on August 22 last year, the U.S. government agreed to invest $8.9 billion in Intel for roughly a 9.9% stake, movin

The Strait of Hormuz is once again asserting its influence over global prices. Brent crude rose 3.83% on Aug. 6 to settle at $82.49 a barrel after reports that Iran’s parliament was considering legislation restricting passage for U.S. and Israeli vessels. With roughly 20% of global oil and liquefied

Apple and Amazon released their latest quarterly earnings after the U.S. market closed on July 30 (U.S. time)—Apple reporting fiscal third-quarter results and Amazon announcing second-quarter earnings. Instead of waiting for the next trading session, global investors responded immediately through 24

The global AI semiconductor industry is entering a new stage. For the past two years, capital markets rewarded companies that benefited from explosive AI infrastructure investment. Today, the standard is changing. Investors are increasingly evaluating whether exceptional earnings can be sustained ra

This week's earnings season is the first meaningful test of whether the AI investment boom is producing measurable financial results. Microsoft, Meta, Apple, and Amazon will report quarterly earnings, while the U.S. Federal Open Market Committee (FOMC), second-quarter GDP, and the Personal Consu

South Korea's stablecoin race is entering a new phase. What was once centered on legislation and policy is now shifting toward the construction of digital financial infrastructure. Circle Internet Group, the issuer of the U.S. dollar-backed stablecoin USDC, has simultaneously chosen the Kakao Gr

UNESCO Busan Report 3 | Korea IT Times Reporting TeamThe UNESCO World Heritage Committee commands neither an army nor a police force, and it has no power to levy taxes. Yet a single decision by the Committee can force governments to revise skyscraper projects, halt mining operations, or redesign hig

Goldman Sachs, Morgan Stanley and the Bank for International Settlements (BIS) are pointing to the same structural shift: artificial intelligence is no longer competing on computing power alone.The next phase of AI will be shaped by capital. More precisely, by who can secure long-term financing at t

Artificial intelligence is no longer driven solely by chips, models, or computing power. As hundreds of billions of dollars flow into debt markets to finance hyperscale infrastructure, AI is rapidly becoming one of the world's most capital-intensive industries. Increasingly, competitive advantag

Even if the Strait of Hormuz reopens on Friday following a peace deal, as President Trump has suggested, the return to normal transit levels is unlikely to be immediate. Oil may begin moving again within days, but the shock already delivered to energy markets could continue to weigh on inflation, mo

SpaceX listed on Nasdaq on June 12 and closed its first day of trading at $160.95, up about 19% from its IPO price of $135. The gain pushed its market value to approximately $2.1 trillion, ranking it as the sixth most valuable publicly traded company in the United States. The offering raised roughly

The investment map of the AI industry is changing.For the past three years, companies focused on building stronger AI models and securing more GPUs. The core strategy now is securing the power and infrastructure needed to run AI reliably at scale.Generative AI may look like software, but its operati

Taipei—COMPUTEX 2026 opened on June 2 at the Taipei Nangang Exhibition Center, offering a clear signal of where the AI industry is heading next. The center of gravity is moving away from AI as a screen-based service and toward AI as a physical industrial system embedded in PCs, robots, vehicles, fac