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AI & Enterprise

Jensen Huang sees GPUs like real estate; China is biggest variable in $500 billion AI financing

Nvidia is pushing a financing structure to support a $500 billion pipeline for data centres and GPU clusters, framing its AI chips as long-term investable assets. The plan rests on the assumption that GPUs can hold value like real assets rather than depreciating quickly. Analysts flag depreciation as a key risk and cite potential low-cost chip supply from China as the biggest variable. Borrower credit quality is also a factor.

AI & Enterprise

Deepfake-blocking AI security startup StealCut raises seed funding from Mashup Ventures

South Korean AI security company StealCut said on Monday it raised seed funding from Mashup Ventures. The startup operates StealCut Protect, which blocks deepfake compositing in advance, and StealCut Detect, which finds AI-generated or manipulated images and videos. StealCut said it is in talks to provide services to domestic broadcasters and large law firms. It has filed five patents in South Korea, the United States and Europe and won a U.S. Commerce Department pitching competition in May.

Industry

U.S. to impose 15 percent tariff on polysilicon, key material for chips and solar

The United States will introduce minimum import prices and a 15 percent tariff on polysilicon, a key input for semiconductors and solar panels, to curb China-led supply chains and bolster domestic manufacturing. Minimum prices will apply to polysilicon, ingots, wafers, solar cells and modules, with the measures due to take effect on Dec. 4. The White House also allows the Commerce Department to create incentives supporting investment in U.S. production facilities.