TechCrunch
중도 성향
IT/기술
Is Silicon Valley ready to put robots in people’s homes? Hello Robot is.
The California startup released the fourth-generation of its home assistance robot, Stretch.
IT/기술 · "FOURTH" · 총 10건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 86,341건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 4,282건(5.0%)·중립 79,928건(92.6%)·부정 2,131건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.9(중도 균형)입니다.
The California startup released the fourth-generation of its home assistance robot, Stretch.
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won’t be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show. While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea’s critical position in the AI landscape. Samsung Electronics and SK Hynix between them make about 70 per cent of the memory needed for AI chips like Nvidia’s. And the country’s strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. “Nvidia’s dependence on South Korean suppliers is rising,” Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note. Huang “needs a manufacturing site for physical AI”, Kim said. “South Korea is emerging as a perfect testbed.” Asia’s fourth-largest economy is also a major Nvidia customer, with the Silicon Valley-based company announcing in October that it would supply more than 260,000 of its most advanced AI chips to the government and some of the country’s biggest businesses. Analysts and investors say South Korea’s importance has been magnified after trade frictions spoiled sales of the most advanced semiconductors to China. “South Korean companies are running high-end factories, which need a lot of these kinds of chips,” said Seung-yub Lee, a fund manager at Seoul-based Quad Investment Management. President Lee Jae Myung has vowed to make AI investment a top policy priority, aiming to turn South Korea into one of the world’s top three AI powers amid a broader push to counter the economic impact of a shrinking population. “Korea is a critical part of our ecosystem,” Huang told reporters at a dinner with South Korean tech executives on Monday in Taipei, the first day of the annual, industry-defining Computex trade show. He highlighted robotics when asked where Nvidia could invest, because “Korea is a manufacturing country, and Korea has a population limit”. “We have a lot to do together,” he said. Huang’s plans clearly include courting the country’s 50 million-strong population. He will appear on one of South Korea’s most popular talk shows, “You Quiz on the Block”, which its production company, CJ ENM, likens to the Jimmy Fallon Show in the US. And he will don a Doosan Bears jersey to throw the first pitch at Sunday’s home game against the Kiwoom Heroes, with Doosan Group Chairman Park Jeong-won acting as the ceremonial first batter. Arms of chaebol Doosan develop robots and make materials used in Nvidia’s Blackwell chips. Park Ju-gun, head of corporate analysis firm Leaders Index, said Huang learned a lesson from his visit in October, when a meeting over chicken and beer with the chiefs of Samsung Electronics and Hyundai Motor at a Kkanbu Chicken outlet generated a big media buzz. Huang was coy when asked by Reuters which South Korean executives he would meet this time, but food will again be a feature. According to local media, he may have a Korean barbecue dinner in Seoul’s trendy Sungsu area with executives from SK Group, Hyundai Motor and LG Group. Reuters has reported likely meetings with LG Group Chairman Koo Kwang-mo and executives at South Korea’s top online platform, Naver.
As geopolitical headwinds make it tougher for equity investors to make money, Dalal Street’s top voice Nilesh Shah, managing director of Kotak Mahindra Asset Management, told a gathering of HNI investors at the ET Alpha Wealth Summit on Thursday that there are four specific investment structures which deserve a place in most portfolios right now.Shah’s first recommendation was the Special Investment Fund, or SIF, a structure that marks a meaningful shift in what is available to Indian investors. Shah noted that the mutual fund industry has, until now, been a long-only business but the SIF changes that. These are long-short, absolute return-oriented funds, designed to generate returns regardless of market direction rather than simply riding the equity tide.The second vehicle Shah flagged is performing credit AIFs. His reasoning was grounded in a simple supply-demand observation that for corporate settlements today, capital is not available from banks, mutual funds, or insurance companies.As institutional lenders have stepped back, borrowers are plenty and lenders very few. Amid this imbalance, Shah said the need is real and returns are attractive. Performing credit AIFs, which lend into this gap, are positioned to benefit directly from the scarcity of competing capital.https://youtube.com/shorts/Xa4AcXFg8hA?feature=shareThe third idea was REITs, and here Shah introduced a timing element. Over the last three years, REITs have delivered index-level returns of around 13.5%. But with interest rates rising, he suggested that the next six to nine months may present an opportunity to enter at better prices. Rising rates typically compress REIT valuations in the near term, and Shah framed any such correction as a potential entry point rather than a risk to avoid. Beyond the return potential, he positioned REITs as a portfolio diversification tool as the asset class behaves differently from equities and fixed income, and that is still underrepresented in most Indian investor portfolios.The fourth recommendation addressed global diversification but came with an important caveat. Mutual fund industry limits for overseas investment are currently full, which means the conventional route for Indian investors to access global markets through domestic mutual funds is closed. Shah pointed to Gift City as the workaround. Structures domiciled there allow investment under the Liberalised Remittance Scheme, and in his view, these Gift City-based LRS products are the practical path for investors who want global exposure while the mutual fund window remains shut.Across all four — the SIF, performing credit AIFs, REITs, and Gift City products — Shah's underlying argument was the same: in a volatile period, the portfolio needs instruments that can generate positive returns through means other than a rising equity market.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
For a sign of how the fierce demand for memory chips triggered by the boom in artificial intelligence (AI) is benefiting technology-driven economies, look no further than South Korea. Last month, exports from Asia’s fourth-largest economy grew at a blistering rate of 53 per cent in annualised terms, the fastest pace since 1984. Shipments of semiconductors, which are used to store and funnel the huge amounts of data for AI services, increased nearly 170 per cent to a record monthly high of...
South Korea’s Cabinet on Tuesday approved a bill aimed at fostering the country’s defense semiconductor industry, the Ministry of National Defense said. The bill on nurturing and supporting defense semiconductors is expected to be promulgated later this month and could take effect as early as the fourth quarter, after related enforcement decrees and regulations are prepared. Defense semiconductors are key components of advanced weapons systems, but the sector has lacked a dedicated legal framewo
Wall Street stocks posted modest gains on Monday as investors watched developments in U.S.-Iran peace negotiations and cheered the unveiling of a new computer chip that promises to bring artificial intelligence to personal computing.Tech shares boosted the Nasdaq and the S&P 500 to their latest in a series of record closing highs.U.S. President Donald Trump said talks with Iran continue. Earlier, Iran's news agency announced Tehran is halting indirect negotiations with Washington after a new round of strikes threatened to derail diplomatic efforts to end the war, now in its fourth month.The intensification of hostilities sent crude prices jumping, along with worries over the extent to which a protracted war could result in heightened, intransitory inflation."We don't really know where things stand," said Thomas Martin, senior portfolio manager at GLOBALT in Atlanta. "The market seems to think that something's going to get done at some point, but we don't have very good information to go on, like what the Iranians really want and what Trump is willing to settle for."Stocks added to their gains after Trump said no Israeli troops would go into Beirut, citing a call with Israeli Prime Minister Benjamin Netanyahu.Nvidia jumped after the company unveiled a new chip that puts AI capabilities directly into personal computers.The chip is the result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said. Microsoft shares rose.The reaction among semiconductor stocks was mixed. Qualcomm tumbled and while Intel also fell. Micron shares rose sharply, breaching the $1,000 mark for the first time.The Philadelphia SE Semiconductor Index advanced.In economic news, U.S. factory activity expanded in May for the fifth consecutive month as goods-makers navigate tariff and geopolitical crosswinds.Investors will turn to Friday's jobs report ahead of Kevin Warsh's debut policy meeting as chairman of the U.S. Federal Reserve this month, amid fears of rising inflation linked to the Iran war that could upend the stock market rally.According to preliminary data, the S&P 500 gained 20.19 points, or 0.27%, to end at 7,600.03 points, while the Nasdaq Composite gained 114.75 points, or 0.43%, to 27,087.37. The Dow Jones Industrial Average rose 44.70 points, or 0.09%, to 51,076.85.Software stocks rebounded from heavy selling earlier this year on AI disruption fears. ServiceNow and IBM rose sharply. The software services index advanced."On the software side, companies that hadn't been doing very well, but now are doing well today," Martin added. "Some of that has been attributed to Nvidia comments that software is part of the solution, so the market's coming back to" software stocks.Cadence Design Systems jumped after launching an Nvidia-powered AI agent for chip design.Broadcom's earnings, due on Wednesday, will be closely parsed in the wake of solid results from Dell last week, which signaled strong AI server demand.
South Korean stocks snapped their four-day winning streak Thursday as artificial intelligence-related shares took a breather following their recent rally and on renewed tensions between the United States and Iran. The benchmark Korea Composite Stock Price Index fell 43.41 points, or 0.53 percent, to close at 8,185.29, after dipping as low as 7,841.01. The index closed at a record high of 8,288.7 on Wednesday, extending its winning streak to the fourth consecutive session on the back of a strong
South Korean stocks opened lower Thursday as a rally led by artificial intelligence took a breather as tensions increased again on news that US launched fresh strikes against Iran. The benchmark Korea Composite Stock Price Index fell 113.09 points, or 1.37 percent, to 8,115.61 in the first 15 minutes of trading. The index closed at a record high of 8,288.7 on Wednesday, extending its winning streak to the fourth consecutive session on the back of a strong rally led by major semiconductor shares,
Alibaba Group Holding’s latest artificial intelligence model has clinched a top-tier spot on a major global coding leaderboard, making the Chinese technology giant the only developer other than Anthropic to break into the ranking’s top five spots. Qwen3.7-Max, Alibaba’s latest AI model, scored 1,541 on the Code Arena ranking to claim the fourth spot globally, placing it ahead of rival models from OpenAI and Google. The other four spots in the top five were held by various iterations of Claude...
This came after three MLAs from C Ve Shanmugam’s rebel camp quit the party to join Tamil Nadu Chief Minister Vijay's TVK party.