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13.09.26 - 21:12
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Anthropic′s AI Warning To Weigh On Stocks As Contracts Traded On Hyperliquid Slide (ZeroHedge)
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Anthropic's AI Warning To Weigh On Stocks As Contracts Traded On Hyperliquid Slide
Coordinated calls by the top AI execs, including Dario Amodei, Sam Altman and even Elon Musk, to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, Bloomberg reports, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say, at least until the bond market cracks and credits refuse to fund the ROIC-free black hole that is the AI capex tsunami.
Semiconductor makers and other artificial intelligence-linked stocks may bear the brunt of any initial selloff on Monday, while investors assess whether a more cautious approach to developing advanced models will crimp earnings. Real-time price trackers on Hyperliquid indicate that both OpenAi and Anthropic are already facing notable losses following the Dario memo. SK Hynix contracts also slumped early Sunday on Hyperliquid. By 2 p.m. in Singapor...
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13.09.26 - 20:36
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Kupfer, Kraftwerke, KI: Die Gewinner des Milliardenbooms (BRN)
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Volker Schulz sieht KI und Old Economy nicht als Gegner, sondern als zwei Seiten desselben Investitionsbooms. Die Hyperscaler können ihre enormen KI-Ausgaben aus eigener Kraft stemmen, doch der eigentliche Flaschenhals liegt für ihn bei Strom und Infrastruktur. Davon profitieren Turbinenbauer wie Siemens Energy und GE Vernova ebenso wie Kupferproduzenten und Recycler. Beim Kupfer erwartet Schulz wegen zu geringer Mineninvestitionen bis 2030 ein strukturelles Angebotsdefizit und hält langfristig sogar 20.000 USD je Tonne für möglich. Spannend findet er zudem SK Hynix und Marvell als Ausrüster des KI-Booms. Old Economy erlebt zugleich ihr KI-Comeback: Die Pharmabranche könne Entwicklungsrisiken senken, Versicherer und Banken Prozesse deutlich effizienter machen, Siemens könne Maschinensteuerungen mit KI monetarisieren. Sein Fazit: breit investieren, Energieengpass im Blick behalten und die KI-Anwender nicht vergessen....
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11.09.26 - 19:39
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DeepSeek′s New Hyper-Efficient Model Stokes Fears Over Korea′s Memory Makers (ZeroHedge)
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DeepSeek's New Hyper-Efficient Model Stokes Fears Over Korea's Memory Makers
Samsung Electronics and SK Hynix each fell more than 3% in Seoul on Friday after DeepSeek said its newest AI model needs a fraction of the memory required by its predecessor. Both stocks had been trying to recover from July's selloff and remain more than 25% below their highs. Local retail traders, who helped drive the rally earlier this year, have sold around $10 billion of the pair this month alone.
The trigger came Thursday out of Hangzhou. DeepSeek's V4.1-Flash is fast, cheap and, by the company's own numbers, stronger than its flagship model. But the title of DeepSeek's paper had nothing to do with intelligence benchmarks. It called the release "Pushing the Limits of KV Cache Compression," and its abstract identifies memory consumption during long AI sessions as the main obstacle to making these models cheaper to run.
What DeepSeek Shipped
V4.1-Flash is a 552-billion-parameter model (parameters ar...
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11.09.26 - 00:06
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Samsung, SK Hynix eye 2028 High-NA DRAM rollout (Digitimes)
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SK Hynix is targeting 2028 to apply High-NA extreme ultraviolet lithography to DRAM mass production and is considering joining an industry initiative to develop 12-inch photomasks, according to South Korea's fnnews. The company has separately confirmed both plans....
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10.09.26 - 23:12
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South Korea Ramps Up Spy Law to Protect Chip Secrets From China (Bloomberg)
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South Korea is tightening its defenses against industrial espionage with a revised law on spying taking effect this weekend, as the home of global chip giants Samsung Electronics Co. and SK Hynix Inc. seeks to safeguard advanced memory technology from increasingly formidable Chinese rivals....
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