Search results for B200
AI & Enterprise
AI data centres face shortages now but risk overinvestment shock longer term
AI data centre supply remains short for now, but excessive capacity could deliver a major shock to stock markets over the longer term, the Financial Times reported. Shares of AI cloud startups such as CoreWeave and Nebius fell this week. Hyperscalers including Alphabet, Amazon, Meta, Microsoft and Oracle are expected to spend about $800 billion on capital investment this year, nearly double from a year earlier. Longer-term profitability assumptions appear far higher than some forecasts for AI revenue.
AI & Enterprise
Nvidia GPUs become core AI resource as firms mobilise all channels to secure supply
Nvidia graphics processing units have become a key resource for AI infrastructure, pushing companies to change how they procure computing capacity. Firms are expanding beyond reliance on large cloud providers such as AWS, Microsoft Azure and Google Cloud, using neocloud specialists, online marketplaces, direct equipment purchases and customer-supplied hardware models. Demand continues to outstrip supply, and providers and customers are multiplying even as prices rise and prepayments and long-term contracts add to procurement costs.
AI & Enterprise
Korea to keep support for two domestic AI foundation model teams to 2027; frontier AI tender possible in December
South Korea will continue supporting two final teams developing a domestic AI foundation model through 2027, as originally planned, while launching a separate frontier AI development programme. The Science and ICT ministry plans to select two teams in February after evaluating the current round ending in late January. The frontier AI project would use a government stake to draw large private investment, with a tender possible in December after the 2027 budget is approved.
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AI & Enterprise
OpenAI signs point to $500-a-month \'ChatGPT Pro Max\' plan
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AI & Enterprise
SKT speeds up A.X K3 development during holiday, tunes Everyone\'s AI beta
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AI & Enterprise
Security-specialised foundation model aims for Opus 4.5-class performance with Exaone, HyperCLOVA X
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AI & Enterprise
Xenon releases Hunmin VLM 397B as open source
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AI & Enterprise
SKT, KT and Kakao ready rollout of \'Everyone\'s AI\' with beta due this month
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AI & Enterprise
VESSL AI to supply 128 Nvidia B200 GPUs to SK Biopharm
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AI & Enterprise
Naver Cloud to develop 700B cybersecurity AI model, preloads 4,000 GPUs
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AI & Enterprise
Government selects Naver Cloud as operator for security-focused AI model project
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AI & Enterprise
NHN Cloud to showcase AI infrastructure capabilities in Gwangju
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AI & Enterprise
Telecoms tapped for Korea\'s \'AI for All\' project as infrastructure capability comes into focus
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AI & Enterprise
AI for Everyone service to launch this year, led by SKT, KT and Kakao
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AI & Enterprise
Security has no \'SaaSpocalypse\' as earnings surprises continue
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Industry
China\'s top 3 semiconductor packaging firms see profit surge in H1, launch 15 billion yuan expansion race
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AI & Enterprise
Naver Cloud, SKT face off in cybersecurity AI foundation model bid
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Telecommunications & Media
SKT steps up scale-up of proprietary AI to multimodal and agents