ALL POSTS

All posts

All posts, from newest to oldest.

241 stories

Anthropic Resumes External Cyber Assessment of Claude… Introduces Real-Time Blocking Mechanism

Anthropic has resumed external cybersecurity evaluations of its pre-release models, which had been suspended following a security incident. This resumption is not merely a return to the original schedule; it comes after the addition of multiple layers of defense, ranging from sandboxing and network isolation to real-time monitoring. The most significant change is the implementation of real-time detection that immediately flags instances where the model excessively explores the test environment, attempts to go beyond its boundaries, or establishes unexpected internet connections. It's the classifier. If the classifier indicates a dangerous action, before calling the tool,

Sep 1, 20266 min read

AI models & services

OpenAI's ChatGPT Generates $1 Billion in Annualized Advertising Revenue… Becomes a Global Business in Just 200 Days

ChatGPT Ads, OpenAI’s advertising business, reached $1 billion in annualized revenue less than 200 days after its launch. This means that advertising is rapidly establishing itself as the third pillar of OpenAI’s revenue model, which had previously been centered on subscriptions and APIs. The number of advertisers has already grown to tens of thousands, and sales—which began in the U.S.—have expanded to more than 40 countries. In India, Europe, and the Middle East and North Africa, advertisers are purchasing campaigns directly Self-service has also begun.

Sep 1, 20267 min read

Industry & policy

Ministry of Science and ICT’s 2027 Budget Set at 29.6 Trillion Won… 9.4 Trillion Won Allocated for AI Transition

The Ministry of Science and ICT’s proposed budget for 2027 has been set at 29.6476 trillion won. This is the largest budget in history, representing a 24.5% increase from the 2026 supplementary budget, with the bulk of the increase going toward investments in AI infrastructure, models, and services. The budget for AI transformation alone amounts to 9.4211 trillion won. The scope of investment has expanded to include three major megaprojects—semiconductors, AI data centers, and physical AI—as well as GPU and data acquisition, and support for AI services for the entire population. However, this The figures are pending review by the National Assembly

Sep 1, 20267 min read

Semiconductors & infrastructure

NVIDIA Invests $3.5 Billion in MediaTek… Expanding AI Chip Alliance Centered on NVLink

NVIDIA has invested $3.5 billion in convertible bonds issued by Taiwanese fabless company MediaTek. Rather than a simple financial investment, this is more of a strategic deal aimed at expanding the scope of collaboration—from custom AI chips for data centers to local AI in PCs and automotive computing. The key point is that MediaTek is adopting NVIDIA’s NVLink Fusion. This will enable cloud companies and large AI developers to integrate their custom-designed XPUs into NVIDIA’s NVLink-based rack systems

Sep 1, 20266 min read

Semiconductors & infrastructure

Longsys Raises Up to $800 Million Through Hong Kong IPO… 78.3% to Be Allocated to Memory R&D

Shenzhen Longsys Electronics, a Chinese memory semiconductor company, has launched an initial public offering (IPO) on the Hong Kong Stock Exchange to raise up to approximately $800 million. The company, which is already listed on the Shenzhen Stock Exchange, is issuing additional H-shares in Hong Kong to secure funding for research and development and gain access to overseas capital markets. Longsys is offering a total of 26,077,800 H-shares at a maximum price of 240.60 Hong Kong dollars per share. If all shares are sold at the maximum price, the total offering The size is approximately 6

Aug 31, 20268 min read

Semiconductors & infrastructure

Soitec Expands Long-Term Contracts for Photonics Wafers for AI Data Centers… Taking the Lead in Addressing Optical Interconnect Bottlenecks

The bottleneck in the AI data center competition is shifting from computing chips to the movement of data between chips and servers. As demand for photonic wafers used in optical interconnects grows rapidly, French semiconductor materials company Soitec is pursuing multi-year supply agreements with more than 10 customers. These agreements are not mere purchase orders but rather production capacity reservation contracts that combine a fixed price, committed volume, and a deposit. Customers commit to actual demand, and Since Soitec has a structure in place to secure medium- to long-term supply, AI infrastructure

Aug 31, 20268 min read