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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
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NVIDIA's partner SK Hynix reported record profits, driven by the AI boom.
SK Hynix's quarterly profit set a record, as the company expanded its leading edge in the Memory Chip field used for Datacenter and AI development. As a major high-bandwidth memory supplier for NVIDIA, SK Hynix recorded an operating profit of 8.08 trillion won (5.6 billion USD) in the quarter ending in December, meeting the average forecast of Analysts. Revenue rose to 19.77 trillion won. The performance in this quarter indicates that SK Hynix remains a leader in the high-bandwidth memory market, which may help alleviate concerns about major Technology companies, such as Microsoft, peaking in spending driven by the Global AI boom.
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