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Crypto

Bunker mode debate grows over AI-driven crypto threats

A debate is spreading in the cryptocurrency industry over so-called “bunker mode,” a strategy of moving assets to new addresses to protect them as concerns grow that artificial intelligence could undermine existing cryptography. There is still no evidence that AI has broken cryptographic systems, and some warn that hasty transfers could increase security risks through mistakes or scams. Experts also say the impact would extend beyond wallets to blockchain infrastructure and consensus mechanisms.

AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

Industry

Chance to redesign South Korea semiconductor strategy now, clean chip \'golden time\'

A Carnegie Endowment for International Peace fellow said South Korea has a rare chance to jointly design power generation, transmission, storage and industrial facilities as it makes long-term decisions on where to locate semiconductor, AI and data centre infrastructure. Darcie Draudt-Vejares said competitiveness now depends on access to stable, affordable low-carbon power, amid buyer pressure for emissions cuts and rising electricity demand driven by AI expansion.