The 384GB Blueprint: Why a More Practical HBM4E Roadmap Could Benefit SK hynix
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[Key Insights at a Glance] [Deep Dive Analysis] The AI hardware story appears to be shifting from aggressive scaling toward manufacturing efficiency and execution. NVIDIA’s reported move from a 1,024GB target to a more practical 384GB configuration…
South Korea’s $300M AI Bet: Financing the Road to Sovereign AI
[Key Insights at a Glance] [Deep Dive Analysis] South Korea is aggressively de-risking its AI sector through proactive policy. High CapEx costs for data centers and GPU clusters have historically created a structural dependence on global Cloud Service…