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Korea Electric Power Corporation (KEPCO) is seeking to monetize future electricity revenue in advance to address funding gaps for grid expansion, with two major chip giants potentially becoming key sources of financing. The Korea Electric Power Corporation (KEPCO) has proposed a plan to Samsung Electronics and SK Hynix, requiring the

Tensions in the Middle East have escalated again, causing spot prices for liquefied natural gas in Asia to surge to a more than three-year high, with widespread market concerns about the risk of supply disruptions in the Strait of Hormuz. According to traders, Asian LNG spot prices rose to $25.

The real obstacles in the computing power race are shifting from silicon wafers and power grids to politics and regulation. According to a recent research report by Barclays, as data centers face increasing community resistance, licensing delays, and regulatory fragmentation across the United States, "licensing" is becoming the

Nvidia is extending its AI infrastructure footprint from the training side to the inference side. On Wednesday, NVIDIA partnered with Equinix, the world's largest data center colocation provider, and Together AI, an AI inference platform company, to jointly provide enterprise customers with open model inference services, filling the

GF Securities believes that the core of AI investment research lies in whether it can maximize the reproduction of the real investment research production chain. The strategy team systematically explained the construction logic and advanced optimization path of the AI investment research system, providing the industry with a complete framework

In the first eight months of this year, mutual funds experienced a rapid shift from frenzy to calm. The first half of the year saw a surge in tech stocks, with numerous funds doubling in value. However, a market correction in July caused a sudden cooling of the AI sector&

As non-bank trading firms rapidly encroach on the traditional banking landscape, the boundaries of cooperation and competition on Wall Street are being redefined. According to a Financial Times report on Thursday, sources familiar with the matter revealed that JPMorgan Chase drastically reduced its bond trading financing to Jane Street last