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Finance

Supply chain reshuffle, tech rivalry deepen; call grows for more precise financial policy

Calls are growing to redefine the roles of policy finance and private finance and to change not only the scale of funding but also how it is allocated, as supply chain uncertainty and technology rivalry intensify. Speakers at a Seoul seminar said financial policy should be refined to support strategic industries, small manufacturers and early-stage innovators. They also cited the need to expand direct finance and venture capital, improve exit markets and strengthen expertise at financial institutions.

AI & Enterprise

Rising costs raise questions over big model-centric AI landscape

As corporate spending on AI rises rapidly, the big model-centric structure of the AI industry is showing signs of change. Developers have kept inference costs relatively low using invested funds, allowing companies to use advanced models below cost. With AI adoption spreading, more companies say costs are becoming a burden. Coinbase CEO Brian Armstrong forecast most work will shift to much cheaper models, a shift that could affect profitability at major AI firms.

AI & Enterprise

AMD to build 2 AI supercomputers in UK, invest $2 billion over five years

AMD will invest $2 billion in Britain over the next five years to build artificial intelligence supercomputer infrastructure. The company said funds will go to AI research programmes and supercomputer construction, including a first system, Zenith, at the University of Cambridge. A second system, Sunrise, will be co-developed with the UK Atomic Energy Authority and designed for fusion research. CEO Lisa Su said the investment will improve access to computing resources for Britain’s “sovereign AI.”