investment

The Party for Socialism and Liberation, led by executives from Singham's nonprofits, ran campaigns across 14 states that blocked or delayed $23.6 billion in AI infrastructure investment.

TaoRay analyzes the reasons why institutions are pushing OpenAI to go public in 2027 instead of the second half of 2026, explores Wall Street's assessment of market cycles and the sustainability of AI capital expenditure, and invites members to participate in an in-depth discussion.

The article discusses a historical warning from the Bank for International Settlements that the AI boom may not meet investor expectations, noting that technological booms often end in disappointment.

Bridgewater partnered with Tinker API to fine-tune an LLM to replicate expert judgment in financial tasks, outperforming frontier models on information accuracy and recall at lower cost.

South Korean tech giants, led by Samsung and SK Hynix, have committed over $900 billion to build four new memory fabs, an HBM packaging hub, and AI data centers to address the global memory chip shortage ('RAMageddon') and strengthen the country's AI industry.

South Korean President Lee Jae Myung announced a $576 billion national 'triple axis' strategy covering semiconductors, physical AI, and AI data centres, with Samsung and SK Group chairs attending the briefing. The plan includes a new fabrication hub in southwestern provinces to boost chip production and reduce regional inequality.

Discussing the trend where the AI boom has caused memory prices to surge, and AI giants are competing for large-scale equipment worth hundreds of millions of dollars (such as supercomputers).

A16Z reports surging VC interest in robotics, highlighting a broader market rotation from bits to atoms and capital-heavy sectors.

Europe, led by France and Germany, is pushing for its own AI sovereignty to avoid reliance on US and Chinese AI, citing funding disparities and leveraging political momentum from Trump's presidency, with initiatives like Macron's 'Choose France' and Cohere's multinational partnerships.

The article discusses the tension between global capital funding frontier AI companies and national control over strategic AI infrastructure, questioning what foreign investors are actually buying if access and deployment are restricted.

Google Finance officially launched, supporting natural language queries and AI analysis of investment portfolios, with the ability to schedule daily financial briefs.

Pim de Witte announces a $320M Series A funding round at a $2.3B valuation for the world models company, backed by prominent investors and researchers.

The author expresses unease about the economics of AI, noting the high costs of training and running models while companies offer them cheaply or for free, and questions where sustainable profits will come from.

Amazon announced an additional $13 billion investment in AI and cloud infrastructure in India by 2030, bringing total commitments to $48 billion, as global tech giants bet on India as an AI hub.

Amazon CEO Andy Jassy met Indian PM Narendra Modi and announced a $48 billion investment in India, including $21 billion for AI and cloud infrastructure, aiming to create 3.8 million jobs and enable $80 billion in e-commerce exports by 2030.

Justin Sun recently stated that the dividend of virtual AI is coming to an end, and the main line for the next three years is physical AI, and he has invested $1 billion. His past predictions (Nvidia, storage track) have all seen huge gains.

Collected multiple Chinese web pages for tracking AI supply chain analyst Serenity (White Hair Stock God), providing Chinese-English bilingual translation, stock tracking, and research dashboard tools, and also mentions the South Korea stock market circuit breaker event.

Autodesk commits $350 million over three years to expand free technology access, train one million people, and help 200,000 earn industry-recognized certifications for AI jobs in the physical world.

Google DeepMind invests $75 million in indie film studio A24 to develop AI tools for filmmaking, partnering with artists to integrate AI into Hollywood production.

Google's DeepMind is partnering with A24 to develop AI-powered movie production tools, with an investment of approximately $75 million, aiming to help filmmakers expand storytelling possibilities.