Posts from zdnet.co.kr
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Find XO: Equipment Costs Up 15%, Funding Interest Rate 7%, Fixed-Rate Plans Under Pressure First (zdnet.co.kr)
SummaryNVIDIA informed Microsoft, Google, and Oracle that it will raise AI server and chip prices by more than 15% starting early 2027 shipments. The reason is the cost of HBM and DRAM, and at the same time… -
Find XO: Restrictions on Shareholding for Public Research Institute Researchers Lifted, Conditions for Recruiting Co-founders Changed (zdnet.co.kr)
SummaryOn August 20, the National Assembly passed five laws allowing researchers from public research institutes and science and technology institutes to retain shares acquired through startup creation or t… -
Find XO: While $1 Trillion Moves in AI Infrastructure, South Korea's Power Approval Rate Was 1.9% (zdnet.co.kr)
SummaryAmong the $1 trillion global private equity investments in the first half of this year, the largest deal was a $10 billion data center company established by KKR, whose acquisition list includes powe… -
Find XO: Why didn't Anthropic lower the list price when competitors' prices are 1%? (zdnet.co.kr)
SummaryDeepSeek V4 Flash reportedly processes a complex task for $0.03, while Claude Phaeble 5 does so for $3.15. OpenAI cut GPT-5.6 fees by up to 80%, but Anthropic kept Opus 5's list price the same as the… -
Find XO: Memory prices won't come down again: Lenovo's view on a 5-year structural change (zdnet.co.kr)
SummaryAt ISC 2026, Lenovo firmly stated that DRAM and NAND prices will not return to previous levels for over five years. As Samsung, SK Hynix, and Micron focus production on HBM and server DRAM, general-p… -
Find XO: Once Filtered Out, Rejected by All Companies: The Trap of Using the Same AI in Hiring (zdnet.co.kr)
SummaryStanford HAI analyzed 1.7 million job postings and 4 million applications, revealing a monoculture of algorithms shared by multiple companies using the same vendor algorithm. An applicant filtered ou… -
Find XO: Memory Locked in 3–5 Year Cycles, Hardware Founder's BOM after Annual Negotiations End (zdnet.co.kr)
SummaryMicron secured a minimum revenue floor of $100 billion with only 14 out of 16 strategic customer contracts, and 20% of DRAM supply is tied up in long-term contracts. Samsung and SK Hynix also switche…
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