Daily Report : (PDF) Accenture 보고서 - AI 인프라 부채와 레거시 클...
1. (PDF) Accenture 보고서 - AI 인프라 부채와 레거시 클라우드 병목 현상엔터프라이즈 AI의 런웨이를...
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This New AI Model Thinks in Images, Not Just Words - Elorian AI
Elorian, founded by the ex-Google Brain and DeepMind researcher Andrew Dai, believes that learnin...
Daily Report : 빅테크 자본의 AI 빌드아웃 전략과 반도체 공급망의 잉...
1. 빅테크 자본의 AI 빌드아웃 전략과 반도체 공급망의 잉여 현금 흐름 독식빅테크 자본 투자와 칩셋 제...
Big Tech Is Paying for the AI Boom, and Chipmakers Are Cashing In
Nvidia, Micron, Broadcom and Applied Materials are now expected to generate a record $430 billion...
Daily Report : Apple, 단일 명령으로 다중 앱 태스크를 처리하는 차세...
1. Apple, 단일 명령으로 다중 앱 태스크를 처리하는 차세대 Siri 보이스 단축키 특허 취득단일 음성 명...
Will Someone Finally Blink in the AI Spending War ?
If Meta does rent out excess compute, it could signal that big tech has overbuilt.Big Tech compan...
Michael Burry Is Right About Memory Chipmakers
Michael Burry has shorted shares of Micron Technology Inc., saying the stock "defines cyclical li...
Daily Report : (PDF) AI 경제 생태계 분석과 전망 보고서 : 생성형 AI...
1. (PDF) AI 경제 생태계 분석과 전망 보고서 : 생성형 AI 경제는 토큰 경제인가 ?실질 매출 경제로의...
(PDF) The State of the AI Economy : Is The GenAI Economy A Token Ec...
The AI Economy Is No Longer Just a CapEx Story. It Is Becoming a Real Revenue Economy.Exponential...
The World’s 30 Most Profitable Companies
Alphabet generated $160 billion in annual profit, making it the world’s most profitable company....
Daily Report : (PDF) McKinsey 보고서 - HR 모니터 2026 : 협업 시대의...
1. (PDF) McKinsey 보고서 - HR 모티터 2026 : HR 패러다임 전환과 인적 자본 운영 자산 평가역량 중심...
Anti-Nvidia Data Center Startup Is Valued at $1.55 Billion in New F...
TensorWave will use fresh $350 million to fill more data centers with chips from AMD, an investor...
(Patent) Google Patent Makes Controlling Robots Easier
The tech allows a robot to operate based on both language commands and environmental surroundings...
Daily Report : (PDF) Bain & Company - 2026년 CEO 아젠다 보고서 : 비...
1. (PDF) Bain & Company - 2026년 CEO 아젠다 보고서 : 비전과 실행력의 괴리운영 시스템의 실행력...
(Infographic) Data Centers Are Hitting Earth's Limits. Space Could...
From SpaceX and Blue Origin to Google and Nvidia, the race to build AI data centers in space is h...
Daily Report : (Paper) MIT의 Y-Zipper 기술 - 원클릭으로 유연·강성...
1. (Paper) MIT - 원클릭으로 유연·강성 변환을 구현한 3D 프린팅 'Y-Zipper' 기술슬라이딩 동작 하나...
Nvidia Extends Lead as AI Drives Semiconductor Growth
The global semiconductor industry is broadly split between companies that design and sell chips a...
The Game Theory Behind Taiwan
I’ve long been a student of game theory, the branch of mathematics that studies how rational act...
Startup Makes Switching AI Chips Easier—and Nvidia Is a New Investor
Decart, an AI software startup, raised $300 million in a funding round led by Radical Ventures, v...
AI Chip Mania Sows Seeds of Its Own Destruction
Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequ...
Hello Robot Sets the Standard for Practical, Safe Home Robots
Forget legs or hands—Stretch 4 is a useful robot that can actually work in homes.Many roboticist...
Anthropic Finally Beat OpenAI In Business AI Adoption
For the first time since the AI race began, more American businesses are paying for Anthropic's C...
Robinhood Co-Founder’s Cowboy Space Raises $275M To Take On SpaceX...
Cowboy Space Corporation has raised $275 million in a Series B round led by Index Ventures, reach...
AI Is Distorting Practically Everything About the Economy
It makes growth look better and the job market look worse. Maybe an AI investment bust wouldn’t...
a16z - The Fastest V-Shaped Recovery Ever
The market’s rebound after the Iran conflict was extraordinarily fast. The S&P 500 fell by a...
Nvidia And Accel Pour $100M Into RadixArk, The Open-Source Engine P...
For the past three years, SGLang, an open-source project, has processed trillions of tokens daily...
Daily Report : McKinsey - 글로벌 CPG 산업 트렌드와 전망 보고서
1. McKinsey - 글로벌 식음료(CPG) 산업의 성장 공식 재편 및 가치 잠식 대응전통적 규모의 경제 모델...
GPU Renters Are Playing a Silicon Lottery
There are big variations among the same chips in AI clouds. Think one GPU is very much like anoth...
Memory Stock Valuations Spark Debate Over ‘Supercycle’ Potential
Memory makers are seeing record profits due to surging demand, but their stocks are trading at a...
CB Insights - State of Digital Health Q1’26
Digital health accelerated into 2026, with funding and deal size both climbing as capital concent...
Daily Report : (PDF) McKinsey 보고서 - 에이전틱 AI 확장을 위한 데이...
1. (PDF) McKinsey 보고서 - 에이전틱 AI 확장을 위한 데이터 기초 구축 전략데이터 품질 기반의 에이전...
AI Is Forcing a Rethink in Cybersecurity
Artificial intelligence giant Anthropic unveiled a partnership with cybersecurity companies Tuesd...
