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Total 215 articles

OpenAI's $500B Dream Hits a Wall—Literally
EconomyEN
OpenAI's $500B Dream Hits a Wall—Literally

OpenAI is quietly stepping back from its most ambitious infrastructure plans. With an IPO on the horizon and a $730B valuation to defend, Sam Altman is trading moonshots for fiscal discipline. Here's what that means for investors.

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SP
Seoyeon Park
One Developer, One Lobster Logo, and a $1 Trillion Question
EconomyEN
One Developer, One Lobster Logo, and a $1 Trillion Question

OpenClaw, built by an unknown Austrian developer, became the star of Nvidia's GTC. It's now raising uncomfortable questions about whether the world's most valuable AI companies are worth what investors think.

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SP
Seoyeon Park
One Sentence From Jensen Huang Sent Chinese AI Stocks Soaring
EconomyEN
One Sentence From Jensen Huang Sent Chinese AI Stocks Soaring

Nvidia CEO Jensen Huang called OpenClaw the 'next ChatGPT,' triggering a 22% surge in MiniMax and 14% in Zhipu. Here's what it means for investors and the US-China AI race.

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SP
Seoyeon Park
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Jensen Huang Didn't Mention Crypto. AI Tokens Surged Anyway.
EconomyEN
Jensen Huang Didn't Mention Crypto. AI Tokens Surged Anyway.

Nvidia CEO Jensen Huang forecast $1 trillion in chip demand at GTC 2026. He never said 'crypto.' Yet NEAR, FET, GRASS, and WLD each jumped 10–20%. Here's why that gap matters.

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SP
Seoyeon Park
Oil Drops, Nvidia Soars — But Which Story Matters?
EconomyEN
Oil Drops, Nvidia Soars — But Which Story Matters?

Oil fell 5.3% on Monday, sparking a broad market rally. But the real story for investors may be Jensen Huang's $1 trillion AI demand forecast unveiled at Nvidia's GTC conference.

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SP
Seoyeon Park
Nvidia Wants to Be the Linux of AI Agents
TechEN
Nvidia Wants to Be the Linux of AI Agents

Nvidia unveiled NemoClaw at GTC 2026 — an enterprise-grade platform built on viral open-source agent framework OpenClaw. Is this the infrastructure play that defines the agentic AI era?

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DH
Doyun Han
Jensen Huang Sees $1 Trillion. Should You Believe Him?
TechEN
Jensen Huang Sees $1 Trillion. Should You Believe Him?

At GTC 2026, Nvidia CEO Jensen Huang doubled his chip demand forecast to $1 trillion through 2027. Here's what that number actually means — and what it doesn't.

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DH
Doyun Han
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Nvidia Wants to Own AI Inference, Too
TechEN
Nvidia Wants to Own AI Inference, Too

At GTC 2026, Nvidia is expected to unveil an inference chip and the NemoClaw AI agent platform. What happens when the company that owns 80% of AI training comes for the rest of the stack?

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DH
Doyun Han
Meta's $27B Bet: Who Really Wins the AI Infrastructure Race?
EconomyEN
Meta's $27B Bet: Who Really Wins the AI Infrastructure Race?

Meta just locked in a $27 billion deal with Dutch cloud firm Nebius. With hyperscalers committing $700 billion to AI infrastructure this year, the real question is who captures the value—and who gets left behind.

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SP
Seoyeon Park
Jensen Huang Rode Shotgun. No One Was Driving.
TechEN
Jensen Huang Rode Shotgun. No One Was Driving.

Nvidia CEO Jensen Huang took a hands-free ride from Woodside to San Francisco in a Mercedes CLA. What this quiet test drive signals about the autonomous vehicle race.

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DH
Doyun Han
Oracle Just Put Cerebras on the AI Chip Map
EconomyEN
Oracle Just Put Cerebras on the AI Chip Map

Oracle's CEO named Cerebras alongside Nvidia and AMD on its earnings call. For a startup that nearly botched its IPO over a single-customer problem, this could change everything.

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SP
Seoyeon Park
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Nvidia Promises 6x Frames. But What Are You Actually Playing?
TechEN
Nvidia Promises 6x Frames. But What Are You Actually Playing?

Nvidia's DLSS 4.5 launches March 31 with 6x Multi Frame Generation for RTX 50-series GPUs. We break down what the numbers mean — and what they don't.

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DH
Doyun Han
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