Korea's AI Bet Fuels the Trade, Macro Awaits Warsh | MACRO TRADING DESK
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Korea's AI Bet Fuels the Trade, Macro Awaits Warsh | MACRO TRADING DESK
What's New - South Korea's President Lee unveiled three "super-projects" — semiconductors, Physical AI and AI data centers — anchoring a ~$3.1T long-term AI investment alongside Samsung and SK. The two will build four new chip fabs in the southwest, aiming to double DRAM capacity within five years. - MicroStrategy published a "Digital ...
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