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South Korea's Ministry of Trade, Industry and Energy said on Sept. 14 August ICT exports were $59.98 bln, up 162.6% YoY, a monthly record and the third consecutive months above $50 bln. ICT trade surplus reached $41.37 bln, the first time above $40 b

2026-09-14

South Korea's Ministry of Trade, Industry and Energy said on Sept. 14 August ICT exports were $59.98 bln, up 162.6% YoY, a monthly record and the third consecutive months above $50 bln. ICT trade surplus reached $41.37 bln, the first time above $40 bln.

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2026-09-14

According to The Information: Anthropic has reached a $13.7 billion computing power deal with Rum Group, which has ties to Trump.

According to The Information: Anthropic has reached a $13.7 billion computing power deal with Rum Group, which has ties to Trump.
2026-09-14

SemiAnalysis points out that the computing power allocation of the cutting-edge large model lab shows a clear divergence from the overall industry trend: the training end still accounts for more than 60% of its total computing power, while inference

SemiAnalysis points out that the computing power allocation of the cutting-edge large model lab shows a clear divergence from the overall industry trend: the training end still accounts for more than 60% of its total computing power, while inference accounts for only slightly more than 30%, and resources have not been massively shifted to inference services for external use as the model goes online; at the same time, the computing power structure within training has also undergone a significant shift, with the focus of resource investment gradually shifting from traditional base pre-training to post-training and reinforcement learning stages.
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