CNBC Top News
중도 성향
IT/기술
1Google to pay SpaceX $920 million a month for compute capacity at xAI data centers
Ahead of a planned IPO, SpaceX inked a deal to rent compute capacity to Google for $920 million per month for 32 months.
IT/기술 · "MONTHS" · 총 75건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 85,889건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 4,265건(5.0%)·중립 79,500건(92.6%)·부정 2,124건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.8(중도 균형)입니다.
Ahead of a planned IPO, SpaceX inked a deal to rent compute capacity to Google for $920 million per month for 32 months.
Lectric, which says the U.S. market is ripe for competition and choice, has launched three new brands in the past six months.
Whether you’re considering starting a Sonos speaker setup, or adding to an existing group, the Sonos Era 100 is worth picking up. The compact, capable smart speaker is currently marked down to $189 ($30 off) at a variety of retailers, including Amazon, Best Buy, and directly from Sonos. If you want an even lower price, […]
Supabase, an example of an open source project becoming a fast-growing company, has greatly benefited from AI tools like Claude, Codex, and other vibe-coding platforms.
Samsung Electronics' largest labor union has lost its majority status just two months after winning legal recognition, as workers in the company's non-chip division quit to protest a wage deal that favored semiconductor employees. The Samsung Electronics branch of the Samsung Group Employees' Union had 58,270 members as of 3 p.m. on Thursday, according to the union. That is down by nearly 18,000 from more than 76,000 at the end of April, when it held a rally to vote on a strike. Samsung Electron
Nvidia founder and CEO Jensen Huang is set to touch down in Seoul on Friday afternoon, kicking off a four-day trip focused on deepening ties with South Korea’s tech, manufacturing and AI industries. The highly anticipated visit will be Huang’s longest stay here in recent years and comes as Nvidia seeks to expand its partnership beyond semiconductors into emerging areas such as robotics, physical AI and AI infrastructure. Huang last visited Korea seven months ago for the APEC summit, where he mad
While U.S. stocks have kept notching record highs, bitcoin is sliding to its weakest level in months.
Bitcoin is getting pummeled to kick off June as the market loses its dominant narrative and liquidity continues to rotate into other assets.
The Massachusetts-based startup more than doubled its valuation in seven months, and plans to grow its headcount by as much as 70% by year end
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)
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The Bengaluru startup has crossed 1 million orders and reached a $50 million annualized GMV run rate within a year of launch.
Gabriel Aul, who led the Metaverse unit, retired earlier this year, replaced by former Epic Games exec Saxs Persson.
The prominent AI music-generation startup is now valued at over $5.4 billion -- about seven months ago, it raised at a $2.45 billion valuation.
A few months ago, Meta effectively handed Supernatural, a popular VR fitness game on the Meta Quest, a death sentence. As part of overarching VR layoffs, the company announced the game would no longer get any new content, enraging its tightly knit, devoted community. Now it looks like Supernatural is getting a second chance. Today, […]
Investors turn to ETFs linked to AI and Tech, with exposures in the U.S. and Korea/Taiwan doubling in just two months
More than 1 million businesses are already using the tool, which Meta plans to move behind a paid subscription in the coming months
The round, led by OpenAI investor Bond Capital, comes just six months after a $250 million funding round had valued the company at $2.45 billion.
President Donald Trump signed an executive order on Tuesday that seeks more oversight over new artificial intelligence models before companies release them to the public. After months of debate over how to handle AI, Trump took his biggest step yet in regulating the quickly developing tech. Trump’s executive order asks AI companies to voluntarily submit ...