Subject


AI


2025-10-20

[News] Why GPU Rental Prices Keep Falling — and What It Says About the AI Boom

Is the AI bubble about to burst? The question has sparked increasing concern. According to Financial Times, AI hardware poses a striking paradox — it’s extremely costly to buy but cheap to rent. The report notes that when NVIDIA’s B200 GPU debuted in late 2024, it likely sold for around $50...

2025-10-14

[News] Broadcom Enters OCP’s ESUN Initiative After Exiting UALink Board; NVIDIA, AMD Added to OCP Board

According to TechNews, as AI-driven data centers continue to expand in both scale and energy consumption, the Open Compute Project (OCP) unveiled a series of key collaborations at its 2025 Global Summit. Notably, Broadcom—formerly a founding member of the UALink consortium—joined the initial gro...

2025-10-08

[News] AI Could Replace Nearly 100 Million Jobs in the Next Decade, Senate Report Warns

According to The Hill, a new report from Democratic staff on the Senate Health, Education, Labor and Pensions (HELP) Committee—led by Sen. Bernie Sanders—warns that AI and automation could displace nearly 100 million jobs across a wide range of industries over the next decade. As part of the ...

2025-10-08

[News] China Reportedly Tops Chip Startup Investments With USD 30 B, Capturing Over 50% Worldwide

According to South Korean outlet FNnews, China is accelerating its semiconductor ambitions, drawing more than half of global semiconductor startup investments. Citing research from the Korea Electronics and Telecommunications Research Institute (ETRI), the report shows that between 2015 and 2025, Ch...

2025-10-02

[News] OpenAI’s Stargate 900k DRAM Wafers Could Hit 40% of Global Output — Led by Samsung & SK hynix

According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

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