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The emergence of Chinese AI startup 'DeepSeek' has sent shockwaves through the global AI industry. Could this signify a shift in AI dominance, challenging America's long-held supremacy in the field?Key DevelopmentsChina’s ‘Low-Cost, High-Performance’ AI Breakthrough:DeepSeek R1, a new AI model from a Chinese startup, has rattled the industry.Following DeepSeek's launch, NVIDIA lost $650 billion ..

경제 2025. 1. 31. 16:05

President Trump has unveiled a massive $500 billion (approximately 700 trillion KRW) plan to expand AI infrastructure immediately upon his return to office. Dubbed the "Stargate" project, this initiative is centred around partnerships with global technology companies and is poised to elevate the AI supremacy race to a new level.Key HighlightsTrump's AI Investment Plan:$500 billion Stargate proje..

경제 2025. 1. 24. 09:56

The US Department of Commerce has announced tighter export regulations for AI semiconductors, a development that could spell trouble for NVIDIA. This article explores the implications of these regulations, potential risks and opportunities, and provides a strategic investment guide. 1. Background of Stricter AI Semiconductor Export ControlsNew Export Regulations Under Biden AdministrationIn the ..

경제 2025. 1. 14. 10:26