Oracle continues to attract the attention of agencies: AI/capex debt weighs on credit quality. The thread `ai-debt-financing` gains an officially rated signal.
2 h ago 6 8
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
2 h ago 4 3
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.
2 h ago 8 11
Under the Korea-US package umbrella, two structuring agreements are added: Samsung SDS partners with Anthropic, Naver strengthens its collaboration with Nvidia. The Korean private network is taking shape.
2 h ago 6 8
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
yesterday 9 9
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.
yesterday 14 19
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
yesterday 10 10
On the TechCrunch Equity podcast, American VCs refer to the Kimi K3 effect on valuations as "AI communism." The real signal: the first time a Chinese open-weight model forces American CFOs to recalculate their P&L.
yesterday 5 8
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
Jul 24, 2026 at 09:34 13 14
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
Jul 24, 2026 at 09:33 10 9
The foundation embodied models are not lacking algorithms - they are lacking data. Ropedia bets on this layer, between sensor and model.
Jul 24, 2026 at 09:33 9 9
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
