Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
9 h ago 6 8
Kioxia expects annual profit to multiply by 31: NAND enters the AI supercycle
Net profit Q1 up 4500%, annual projection 31x - Kioxia joins SK Hynix in the AI memory supercycle. The pinch spreads from HBM to enterprise NAND.
Jul 31, 2026 at 12:50 13 14
Korea's AIDC Alliance formalizes the AI data-center stack around 18.4 GW
MSIT and SK Telecom co-chair a 400-organization alliance built around three divisions - demand, supply, foundation - with an 18.4 GW build-out target. The Korean supercycle gets its industry body.
Jul 29, 2026 at 12:47 15 16
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
Korea-US $950B: the AI supercycle signs its most political contract yet
Three days of meetings in Seoul and San Francisco result in a Korea-US package valued by ETNews at ~$950B. The `korea-ai-supercycle` thread moves from signal to lock.
Jul 26, 2026 at 18:40 14 11
Nvidia's Korea day: $500B SK partnership, $10B into Naver - the AI capex supercycle switches continents
In one day, Huang announces a $500B partnership with SK Group, Nvidia and Brookfield commit $10B to Naver ($1B specifically to a Naver AI data center), and Lee sits with Altman and Huang. Korea is becoming a second pillar of the AI capex supercycle.
Jul 25, 2026 at 10:27 14 19
OpenAI places ads inside ChatGPT - the business model of the super app finally reveals itself
ads.openai.com is live. After the ChatGPT = Codex pivot and the 10M Codex/ChatGPT Work users, OpenAI is now branching into ad monetization. The super-app transition is almost complete.
Jul 22, 2026 at 12:42 17 10
![China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]](/?page=img&w=640&s=21e20e7543a84b89&src=https%3A%2F%2Fcdn.nimpress.com%2Fmedia%2Fimages%2F78c8eea8130563de0e87c2de10ad117b.png)
China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]
The regime targets apps that simulate a specific personality and maintain a consistent emotional relationship - new pillar of the social framework for consumer LLM in China.
Jul 20, 2026 at 16:42 9 9
Biren and ZTE ship optical AI supernodes as Nvidia restrictions bite
Two Chinese vendors unveiled supernode designs on the same day. Sovereign compute is now producing news at Nvidia cadence.
Jul 19, 2026 at 16:32 12 14
The Apple complaint becomes a concrete threat to OpenAI's IPO
Three aligned publications on July 17 - TechCrunch, The Verge, Vergecast podcast - turn the App Store dispute into a scheduling risk for OpenAI's IPO.
Jul 17, 2026 at 22:03 24 8
Sugon Dawn 8000 at WAIC 2026: 20x density and 100,000 cards full-precision interconnect
Sugon officially unveils Dawn 8000 specs at WAIC: 20x compute density per unit, full-precision interconnect for 100,000 cards. The Chinese compute stack meets industrial standards.
Jul 17, 2026 at 14:19 19 8
COMPUTER COPS: in the supermarket of police AI
The Verge publishes an immersion into a convention "the future of policing in the digital age" in Fort Worth. Verdict: AI is no longer entering policing through the pilot project door - it's entering through the vendor catalog door.
Jul 16, 2026 at 17:45 21 8