강력한 수입니다.
도저히 이대로는 안 된다고 판단한 것 같습니다.
국회와 대통령실을 세종으로 이전하는 수준을 넘어,
장기적으로는 대한민국의 행정수도를
서울이 아니라 세종시로 재정립하는 문제까지
검토할 필요가 있다고 봅니다.
호주도 시드니와 멜버른의 경쟁 속에서
중립적 수도 캔버라를 만들었습니다.
대한민국도 이제는 서울 일극 체제와
부동산 불패 미신을 끝낼 때입니다.
행정수도를 세종으로 완성하는 것.
이보다 확실한 부동산 안정화 메시지가 있을까요?
엔비디아, 차세대 AI 반도체 HBM4 공급사로 메모리 3사 승인
$NVDA, $MU, SK hynix, Samsung
젠슨 황 엔비디아 CEO는 엔비디아의 AI 가속기에 탑재될 차세대 고대역폭 메모리인 HBM4의 공급사로 SK하이닉스, 삼성전자, 마이크론 등 메모리 반도체 3사를 공식 승인했다고 밝혔습니다.
공식 승인: 이번 결정으로 세계 메모리 반도체 시장을 주도하는 3사가 엔비디아를 위한 HBM4의 양산 및 공급을 시작할 수 있는 길이 열렸습니다.
시장 영향: 그동안 엔비디아의 공급망 진입을 위해 치열하게 경쟁해 온 세 기업이 모두 본격적인 공급 대열에 합류하게 됨에 따라, AI 반도체 시장의 공급 경쟁이 더욱 가속화될 것으로 보입니다.
At #COMPUTEX2026, Marvell Chairman and CEO Matt Murphy shared our vision for the next era of AI infrastructure. After major waves of innovation in compute and memory, connectivity is emerging as the next bottleneck in scaling AI. As bandwidth demands push the industry beyond the limits of copper interconnects, optics will play an increasingly important role in enabling what comes next.
Jensen Huang of @nvidia joined Matt on stage for an energizing conversation about the future of AI infrastructure and how the Marvell and NVIDIA partnership is helping shape what comes next.
We were also honored to be joined by Dr. Tien Wu of ASE. For more than a decade, Marvell and ASE have worked together to advance some of the industry’s most important technology transitions, demonstrating the power of long-term partnership and ecosystem collaboration.
The future of AI will be built together.
Watch the keynote replay: https://t.co/uOT1YEpyfS
The tension between memory access and compute performance is not a new problem. What is new is the scale at which AI infrastructure has made it urgent.
In this clip from the International Semiconductor Industry Group (ISIG) Executive Summit, Marvell President of the Data Center Group Sandeep Bharathi traces the memory hierarchy challenge from early CPU design through to modern AI inference, and explains why re-architecting memory at the system level has become a foundational requirement. He also introduces CXL as one of the key techniques for bringing memory closer to compute, using a return to his restaurant analogy to illustrate why consistency and accessibility are equally critical.
Elon Musk explains the importance of Starlink and how it will increase GDPs of the countries
“If you don’t have access to the internet, or it’s too expensive or low bandwidth, you cannot access MIT lessons, you can’t access information, and you can’t sell your goods and services”
Starlink changes all of that
“Starlink will actually move the GDP of countries. It’s going to be that kind of thing”
Because GDP is simply average productivity per person and connectivity massively boosts productivity
🚨 BREAKING
TRUMP INSIDER JUST OPENED A NEW $137 MILLION $ETH LONG.
SAME WALLET MADE OVER $100 MILLION SHORTING THE OCTOBER FLASH CRASH.
HE DEFINITELY KNOWS SOMETHING 👀