AI Industry Frontlines

AI Supply Chain Video Tracker

Latest News

08-18 15:16
Whether Open-Source AI or Closed-Source
Whether Open-Source AI or Closed-Source
08-18 15:13
Doubling In Six Months: OpenAI's Annuali
Doubling In Six Months: OpenAI's Annuali
08-17
From 62% To 35.8%: Can Intel Hold Its Gr
From 62% To 35.8%: Can Intel Hold Its Gr
08-17
Nvidia Leads $500 Billion Compute Financ
Nvidia Leads $500 Billion Compute Financ
08-17
Micron To $1,250: Why AI Is Killing The
Micron To $1,250: Why AI Is Killing The
08-17
Goldman Sachs: AI Spending Is Soaring, B
Goldman Sachs: AI Spending Is Soaring, B
08-13
Nvidia's AIG Moment? The $500B Bet Maski
Nvidia's AIG Moment? The $500B Bet Maski
08-13
Nebius Is Holding Back 2027 Capacity — A
Nebius Is Holding Back 2027 Capacity — A
08-12
Nvidia And Wall Street's $500 Billion Be
Nvidia And Wall Street's $500 Billion Be
08-05
Why Do Data Centers Use So Much Fresh Wa
Why Do Data Centers Use So Much Fresh Wa
08-05
OpenAI, Anthropic AI Agents Implicated I
OpenAI, Anthropic AI Agents Implicated I
08-05
Samsung, SK Hynix Test Chinese Chip Tool
Samsung, SK Hynix Test Chinese Chip Tool
08-04
CXMT Narrows Gap With SK Hynix and Samsu
CXMT Narrows Gap With SK Hynix and Samsu
08-04
Meta, Anthropic, Google, OpenAI To Meet
Meta, Anthropic, Google, OpenAI To Meet
08-04
AI Investing Enters an "Age of Divergenc
AI Investing Enters an "Age of Divergenc
08-03
DeepSeek's New AI Model Is By Far The Ch
DeepSeek's New AI Model Is By Far The Ch
08-03
Wall Street Is Falling Out of Love With
Wall Street Is Falling Out of Love With
08-03
The AI Winners And Losers Are Finally Cl
The AI Winners And Losers Are Finally Cl
08-03
Can AI Pay Off? Market Gives Its Answer
Can AI Pay Off? Market Gives Its Answer
07-31
U.S. Tech Giants Double Down on Spending
U.S. Tech Giants Double Down on Spending
07-30
OpenAI Annualized Revenue Accelerates, C
OpenAI Annualized Revenue Accelerates, C
07-30
OpenAI's Annualized Revenue Accelerates,
OpenAI's Annualized Revenue Accelerates,
07-30
AI Spending Worries Spread To High-Yield
AI Spending Worries Spread To High-Yield
07-29
SK Hynix Earnings Call: No Signs Of AI I
SK Hynix Earnings Call: No Signs Of AI I
07-29
Markets on Edge Ahead of Fed Decision: W
Markets on Edge Ahead of Fed Decision: W
07-28
Trump Administration's AI Regulatory Fra
Trump Administration's AI Regulatory Fra
07-28
Nvidia Reportedly Signs $50 Billion Texa
Nvidia Reportedly Signs $50 Billion Texa
07-28
More Cracks Appear Inside The AI Bond Ma
More Cracks Appear Inside The AI Bond Ma
07-28
What Triggered The Sharp Slide In US Chi
What Triggered The Sharp Slide In US Chi
07-28
‘Most Profitable Quarter’ Meets a 30% Mo
‘Most Profitable Quarter’ Meets a 30% Mo
07-28
AI Offense and Defense Era Arrives! Micr
AI Offense and Defense Era Arrives! Micr
07-28
Japan and Korea’s "Big Three Memory Make
Japan and Korea’s "Big Three Memory Make
07-28
AI Frenzy Triggers Credit Alarms: Tech G
AI Frenzy Triggers Credit Alarms: Tech G
07-27
NVIDIA Proposes $250 Billion Guarantee F
NVIDIA Proposes $250 Billion Guarantee F
07-27
Why NVIDIA Just Dropped $500 Billion On
Why NVIDIA Just Dropped $500 Billion On
07-27
74 Trillion Won Selling Pressure Relieve
74 Trillion Won Selling Pressure Relieve
07-27
A Sense of Unease is Spreading; U.S. Sto
A Sense of Unease is Spreading; U.S. Sto
07-27
OpenAI Uncontrolled AI Incident Exposed:
OpenAI Uncontrolled AI Incident Exposed:
07-24
What Does Intel's Sharp Increase In Capi
What Does Intel's Sharp Increase In Capi
07-21
Wall Street’s AI Divide: Inside The Bull
Wall Street’s AI Divide: Inside The Bull
07-20
Samsung Cuts US Jobs, Offers Relocations
Samsung Cuts US Jobs, Offers Relocations
07-20
OpenAI Grapples With Surging Startup Dem
OpenAI Grapples With Surging Startup Dem
07-20
Could AI Chip Boom Make ASML Europe's Fi
Could AI Chip Boom Make ASML Europe's Fi
07-20
TSMC Bets Big on AI: 'Strong, Multi-Year
TSMC Bets Big on AI: 'Strong, Multi-Year
07-17
What is the AI Bubble? Analyst: OpenAI i
What is the AI Bubble? Analyst: OpenAI i
07-15
OpenAI’s First Device Will Be Movable, S
OpenAI’s First Device Will Be Movable, S
07-15
IBM Collapses In Historic Single-Day Dro
IBM Collapses In Historic Single-Day Dro
07-15
IBM Profit Alert Reveals Budget Shift: A
IBM Profit Alert Reveals Budget Shift: A
07-14
Trillion Dollar Chip Rout Trains Spotlig
Trillion Dollar Chip Rout Trains Spotlig
07-14
7 Circuit Breakers In 2026; Goldman Trad
7 Circuit Breakers In 2026; Goldman Trad
07-14
Chip Stocks Hit Rocky Patch. What's Next
Chip Stocks Hit Rocky Patch. What's Next
07-14
Bond Market Selloff Rocks Stocks, Threat
Bond Market Selloff Rocks Stocks, Threat
07-14
Meta & Amazon Spearhead Big Tech’s Trill
Meta & Amazon Spearhead Big Tech’s Trill
07-13
Anthropic Delays Claude Fable 5 Billing;
Anthropic Delays Claude Fable 5 Billing;
07-08
Spot Market Premiums Surge Up To 30%; PC
Spot Market Premiums Surge Up To 30%; PC
07-08
U.S. Commerce Dept Clears Full Commercia
U.S. Commerce Dept Clears Full Commercia
07-08
Analysts Split On Cycle Trajectory; Summ
Analysts Split On Cycle Trajectory; Summ
07-07
AI Memory Rally Fully Priced In; Profit-
AI Memory Rally Fully Priced In; Profit-
07-07
BofA Labels Current Selloff A "Summer Re
BofA Labels Current Selloff A "Summer Re
07-07
Big Tech’s AI Heavy Capex Erodes Long-Te
Big Tech’s AI Heavy Capex Erodes Long-Te
07-07
Boosted by Booming AI HBM Demand, SK Hyn
Boosted by Booming AI HBM Demand, SK Hyn
07-07
AI Datacenter Expansion Sustains Memory
AI Datacenter Expansion Sustains Memory
07-07
Booming AI Memory Demand Lifts Samsung’s
Booming AI Memory Demand Lifts Samsung’s
07-06
Bank Of Korea Warns On Leveraged ETFs In
Bank Of Korea Warns On Leveraged ETFs In
07-06
Semiconductor Boom Generates Massive Tax
Semiconductor Boom Generates Massive Tax
07-06
Samsung Electronics Set To Post 18-Fold
Samsung Electronics Set To Post 18-Fold
07-06
Goldman Sachs Sees 20% KOSPI Upside, War
Goldman Sachs Sees 20% KOSPI Upside, War
07-06
BOK Issues Tough Warning; Single-Stock L
BOK Issues Tough Warning; Single-Stock L
07-06
AI Mania Overheats, Big Short Burry Soun
AI Mania Overheats, Big Short Burry Soun
07-06
Solid Mid-Year Lifts Robotics & AI Semic
Solid Mid-Year Lifts Robotics & AI Semic
07-06
HDD Prices Surge, Storage Boom Continues
HDD Prices Surge, Storage Boom Continues
07-06
AI Labor Narrative Flips, Tech Giants Re
AI Labor Narrative Flips, Tech Giants Re
07-06
Chasing AI Demand, Seoul Accelerates Lar
Chasing AI Demand, Seoul Accelerates Lar
07-03
Jim Cramer on Anthropic's Reported Samsu
Jim Cramer on Anthropic's Reported Samsu
07-03
Pared By Cost, OpenAI And Anthropic Push
Pared By Cost, OpenAI And Anthropic Push
07-03
After Two Quarters Of DRAM Price Surges,
After Two Quarters Of DRAM Price Surges,
07-03
High-End Optical Chips Stay In Short Sup
High-End Optical Chips Stay In Short Sup
07-03
Korea’s Leverage ETFs Quadruple In A Yea
Korea’s Leverage ETFs Quadruple In A Yea
07-03
AI Exodus
AI Exodus
07-03
Semiconductors Slide Two Days Running, B
Semiconductors Slide Two Days Running, B
07-03
AI Rally Drives Wealth Gains, Nearly A M
AI Rally Drives Wealth Gains, Nearly A M
07-03
South Korea Bets Trillions On Storage &
South Korea Bets Trillions On Storage &
07-03
Analyst Backs Palantir’s Unique AI Edge,
Analyst Backs Palantir’s Unique AI Edge,
07-02
Elon Musk Says Optimus Production Will B
Elon Musk Says Optimus Production Will B
07-02
Nvidia Starts Taking Cut Of AI Cloud Pro
Nvidia Starts Taking Cut Of AI Cloud Pro
07-02
AI Funds Surge In Q2
AI Funds Surge In Q2
07-02
Musk-Altman Judge Enlists Mediator to Re
Musk-Altman Judge Enlists Mediator to Re
07-02
Meta Compute Spooks Hardware, No Sector
Meta Compute Spooks Hardware, No Sector
07-02
Three AI Bubble Fears Unfounded, GS Bull
Three AI Bubble Fears Unfounded, GS Bull
07-02
Meta Sells AI Compute; Capitulation Or S
Meta Sells AI Compute; Capitulation Or S
07-02
Top Global Economists Issue Broad Warnin
Top Global Economists Issue Broad Warnin
07-02
FTC Warns Over-Corrected AI Bias Control
FTC Warns Over-Corrected AI Bias Control
07-02
FT: US Negotiates Voluntary Safety Stand
FT: US Negotiates Voluntary Safety Stand
07-02
AI Drives Cloud Spending Up 10.1% This Y
AI Drives Cloud Spending Up 10.1% This Y
07-02
OpenAI Proposes Ceding 5% Stake To U.S.
OpenAI Proposes Ceding 5% Stake To U.S.
07-02
Monetizing AI Compute, Meta Seizes Infer
Monetizing AI Compute, Meta Seizes Infer
07-02
Meta Enters Compute Cloud; Third-Party G
Meta Enters Compute Cloud; Third-Party G
07-01
Samsung, SK Hynix Demand Second-Half Sub
Samsung, SK Hynix Demand Second-Half Sub
07-01
OpenAI Cuts Inference Costs 50%; Escalat
OpenAI Cuts Inference Costs 50%; Escalat
07-01
Behind Chip Stock Rally: Key Risk Gauge
Behind Chip Stock Rally: Key Risk Gauge

User Discussion

avatara4xrbj1
08-04
Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.
DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
avatarOngJH
07-31
AI over charges
OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
Share your opinion about this news…
NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection. 
Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
avatarEnson78
07-09
This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement. 
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
avatarEnson78
07-09
Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
Sell sell. 
Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities