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Bank of Korea governor said whether the AI boom will raise the policy-neutral rate remains to be seen.

2026-10-13

Bank of Korea governor said whether the AI boom will raise the policy-neutral rate remains to be seen.

Other News
2026-10-13

Polish billionaire Michal Solowow and the Solorz family have agreed to jointly develop small modular reactors (SMRs), signing an agreement between Solowow’s SGE SA and ZE PAK SA to finalize terms for future joint construction and operation, regulator

Polish billionaire Michal Solowow and the Solorz family have agreed to jointly develop small modular reactors (SMRs), signing an agreement between Solowow’s SGE SA and ZE PAK SA to finalize terms for future joint construction and operation, regulatory filings show. Solowow holds exclusive commercialization rights for the BWRX-300 design from GE Vernova/Hitachi and will hold a majority stake in the new joint venture. This is the parties’ second attempt to cooperate on nuclear projects and comes as Poland upgrades its power system—adding renewables and gas to replace coal, which still accounts for over 50% of generation. Poland also plans its first large nuclear plant by 2036.
2026-10-13

According to OpenRouter data estimates, the average price of tokens, weighted by model usage, has decreased by approximately 66% over the past year, from about $3 to $1 per million tokens. JPMorgan's macro equity research team estimates that AI-relat

According to OpenRouter data estimates, the average price of tokens, weighted by model usage, has decreased by approximately 66% over the past year, from about $3 to $1 per million tokens. JPMorgan's macro equity research team estimates that AI-related annualized revenue run rate is expected to exceed $300 billion by the end of 2026, more than three times that of the end of 2025. This price decline reflects changes in user choices; this summer, some companies reached their annual token budgets ahead of schedule and began allocating models based on task difficulty, increasing the use of cheaper models. JPMorgan believes that improvements in hardware and software efficiency are also reducing token generation costs, while intelligent agents and cybersecurity applications may continue to expand their usage demand. Whether revenue can continue to grow depends on whether usage volume can offset the price reduction. JPMorgan's 2027 scenario is: an average price decrease of another 70%, and if token consumption increases tenfold, revenue run rate could still increase to approximately three times.
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