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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. Senate issues ultimatum to Apple to pledge not to use Chinese memory chips

Bipartisan U.S. senators are publicly pressing Apple to pledge by Aug. 21 that it will not use memory chips from China’s CXMT and YMTC, citing potential threats to the U.S. semiconductor industry and national security. The demand comes amid reports Apple has been considering expanding its China supply chain to address memory shortages and had sought administration support. Senators also asked what technical information Apple shared during parts certification.