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An arms race before its IPO! Anthropic secured $517 billion in computing power in 11 months, but still lags behind OpenAI.

An arms race before its IPO! Anthropic secured $517 billion in computing power in 11 months, but still lags behind OpenAI.

Anthropic has signed a flurry of computing power agreements in the past 11 months, totaling $517 billion. The immediate trigger for this purchasing frenzy was the surge in demand brought about by the explosive growth of its Claude Code and Cowork products this year. On September 6, according to a

Goldman Sachs: Demand for AI memory chips is underestimated; South Korean stocks still have 80% upside potential.

Goldman Sachs: Demand for AI memory chips is underestimated; South Korean stocks still have 80% upside potential.

Timothy Moe, chief equity strategist for Asia Pacific at Goldman Sachs, maintains a strong bullish stance on the South Korean stock market, believing that the market has severely underestimated the duration of the AI-driven demand cycle for memory chips. He believes the benchmark South Korean stock index, KOSPI, still has

Following the rise in US tech stocks, South Korean KOSPI surged 3%, SK Hynix rose nearly 6%, and Kioxia gained 8%, as the US-Iran oil tanker attacks pushed up oil prices.

Following the rise in US tech stocks, South Korean KOSPI surged 3%, SK Hynix rose nearly 6%, and Kioxia gained 8%, as the US-Iran oil tanker attacks pushed up oil prices.

Asian-Pacific stock markets rose across the board on Monday, led by South Korean stocks and followed by Japanese stocks, after gains in U.S. technology stocks on Friday boosted market sentiment. Meanwhile, oil prices rose following the tanker attacks between the U.S. and Iran in the Strait of Hormuz,

UBS has introduced a new requirement for recruiting recent graduates and interns this year: proof of AI skills.

UBS has introduced a new requirement for recruiting recent graduates and interns this year: proof of AI skills.

Artificial intelligence is reshaping hiring standards at Wall Street and major European banks. According to the Financial Times, UBS has made AI skills a clear requirement for hiring junior investment bankers, becoming one of the first major financial institutions to include AI literacy in their formal hiring criteria. According to

Iran says it will declare the Strait of Hormuz a "no-go zone" in the coming days; the speaker of parliament says the US should recognize that "the rules of the game have changed."

Iran says it will declare the Strait of Hormuz a "no-go zone" in the coming days; the speaker of parliament says the US should recognize that "the rules of the game have changed."

On June 6 local time, Rezaei, secretary of Iran's Supreme National Security Council, stated that Iran would declare a "no-go zone" in the Strait of Hormuz region in the coming days. He indicated that this "no-go zone" would extend from the US naval blockade

The US military struck three Iranian oil tankers for the first time, escalating the conflict in the Strait of Hormuz from "bombing facilities" to "cutting off transportation."

The US military struck three Iranian oil tankers for the first time, escalating the conflict in the Strait of Hormuz from "bombing facilities" to "cutting off transportation."

The US-Iran military conflict took a dramatic turn this week, with the US military shifting its targets from coastal military facilities and infrastructure to oil tankers at sea for the first time. As a result, the risk of supply disruptions in the Strait of Hormuz has moved from theoretical expectation

Bank of America Hartnett: A Democratic midterm sweep will crash US stocks and burst the AI bubble.

Bank of America Hartnett: A Democratic midterm sweep will crash US stocks and burst the AI bubble.

Michael Hartnett, chief investment strategist at Bank of America Securities, warned that soaring global bond yields to 20-year highs are becoming the biggest threat to the AI capital spending boom, and the upcoming US midterm elections could be the trigger for a market meltdown. In the latest issue of the