Artificial intelligence
RebellionsFrom selling chips to delivering systems.
Rebellions: USD 400 million of pre-IPO financing and the working-capital implications of rack-scale delivery.
USD 400mNew pre-IPO round
All researchDSML KGCF I / ARTIFICIAL INTELLIGENCE
Artificial intelligence.
We examine the ownership of technology and data, product performance, repeat customer demand and the economics of deployment.
Artificial intelligence
Samsung ElectronicsA faster memory product is not yet a margin.
Samsung HBM4: qualification, usable capacity and the distinction between specifications and contracted economics.
11.7 GbpsReported consistent transfer speed
Artificial intelligence
SK hynixWhere AI spending becomes Korean earnings.
SK hynix: exceptional memory margins, reinvestment and the limits of an earnings-based credit case.
KRW 97.1467tnFY2025 revenue
Artificial intelligence
RebellionsInference hardware needs more than a funding round.
Rebellions: USD 250 million of new capital and the commercial cost of moving from a chip to a deployment.
USD 250mAnnounced funding round
Artificial intelligence
LG AI ResearchOpen weights change the cost of distribution.
LG EXAONE 4.0: a two-size model strategy and where commercial value can survive broad availability.
32bnLarger model parameters
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