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The "debt black hole" behind the AI boom: $1.2 trillion in external financing may be needed over the next 5 years.

The "debt black hole" behind the AI boom: $1.2 trillion in external financing may be needed over the next 5 years.

The construction of global AI infrastructure is burning through capital at an unprecedented pace, but the debt engine supporting this "supercycle" has quietly swelled to a scale that is alarming the market. As more and more tech giants fall into negative free cash flow, the need for external

Report: Samsung's HBM4/HBM4E production may double next year, with its product share rising from 40% to 80%.

Report: Samsung's HBM4/HBM4E production may double next year, with its product share rising from 40% to 80%.

Samsung Electronics is betting heavily on next-generation high-bandwidth memory, and the company is shifting its focus entirely to high-value-added products in the AI storage chip competition. According to the Seoul Economic Daily, Samsung Electronics plans to increase the outsourced cleaning volume of "glass substrates," an essential component of

IMF: Global debt will exceed GDP in 2029

IMF: Global debt will exceed GDP in 2029

The International Monetary Fund has warned that global public debt will surpass GDP two years earlier than previously expected, and the US debt path has been explicitly named as "unsustainable," significantly increasing the urgency of global fiscal consolidation. Speaking at an economic forum hosted by the Qatari government

Apollo's strategy for the forefront of the AI ecosystem: Startups will need funding beyond venture capital earlier than ever before.

Apollo's strategy for the forefront of the AI ecosystem: Startups will need funding beyond venture capital earlier than ever before.

Apollo, known for its leveraged buyouts and large-scale financing deals, is quietly becoming an early shareholder in AI startups—in order to become their creditor later. According to a recent report by The Information, Apollo Global Management is quietly positioning itself for early-stage funding rounds for AI startups, having already

Intel and AU Optronics are collaborating on advanced packaging for Micro LED, targeting the market for CPO and high-density computing power integration.

Intel and AU Optronics are collaborating on advanced packaging for Micro LED, targeting the market for CPO and high-density computing power integration.

Intel is extending its advanced packaging strategy to the field of Micro LED substrates and is reportedly collaborating deeply with AU Optronics, a major Taiwanese panel manufacturer, to jointly promote the integration of CPO (Common Packaging Optics) and high-density computing chips. This signifies that the optoelectronic heterogeneous integration technology route

193 times faster and 444 times cheaper—Jev, which only makes "choices," has become a viral sensation.

193 times faster and 444 times cheaper—Jev, which only makes "choices," has become a viral sensation.

Over the past weekend, a model called Jev quickly gained popularity in the developer community. It can't chat like ChatGPT, it can't write long articles, and it won't generate code in a serious manner. Its operation is more like a frequently asked multiple-choice question:

Shipping costs have surged 201%, nearing the peak of the 2021 crisis, further fueling inflation.

Shipping costs have surged 201%, nearing the peak of the 2021 crisis, further fueling inflation.

Global shipping costs are experiencing another severe shock. Container freight rates have surged by 201%, approaching the historical peak during the container shortage crisis of 2021. At the same time, geopolitical turmoil has driven tanker charter rates to unprecedented levels, putting renewed pressure on global supply chains and raising inflation