Nvidia, SK Telecom and Rebellions signed a MoU in Seoul to integrate Nvidia GPUs with Rebellions NPUs for SK Telecom AI data centers.
Jared Bernstein and Ryan Cummings warn an AI bubble burst could trigger a recession with 1.4% GDP drop and 7% unemployment.
Aswath Damodaran notes that with $250 billion in AI product revenues against trillions invested, the market now treats suppliers, builders, and product firms differently.
▸전문가들 "비거주 페널티로 전세 불안"…장특공제 축소도 도마Experts warn that non-residency penalties are fueling rental insecurity, while the reduction of the special tax allowance also comes under scrutiny.연합뉴스 (Yonhap, 경제) · 5d ago Experts warn non-resident 1-homeowners in Seoul comprise 20% of the total, triggering rental instability and state tyranny via tax cuts by 2029.
Regis Barnichon and Geert Mesters find post-Volcker era policy improved to just 3.2 percentage points from minimum loss.
Jason Furman argues AI can replace CEA junior researchers, citing a 2026 experiment where AI generated outputs without human input.
Paraguay's impeachment of President Peña and arrests of Ueno directors following a banking crisis helped the nation earn investment-grade ratings.
Noah, Brad DeLong, and Dan Wang discuss the Anthropic IPO, with Noah citing a 2026 Imas, Koh, and Legg paper.