Investors are reassessing whether the massive capex by South Korean giants like SK Hynix is still justified.
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The creator discusses how the release of Moonshot AI's Kimi K3 model has rattled the semiconductor sector,...
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The creator discusses how the release of Moonshot AI's Kimi K3 model has rattled the semiconductor sector, prompting investors to reassess the massive capital expenditure by major tech companies on expensive AI hardware.
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Nvidia's $4 trillion valuation is being questioned as investors reassess the necessity of expensive, top-tier AI hardware.
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