


The KRW/USD exchange rate has fallen below 1400 won, leading to discussions in the securities industry about the possibility of entering the 1350s. The demand for currency exchange from semiconductor companies and the trade surplus are increasing the dollar supply advantage.
AI data center investments are beginning to be hindered by power grid access issues. Beyond securing graphics processing units (GPUs) and land, electricity, water, and permits have emerged as key variables in AI infrastructure investment.
Citadel has reduced the total risk of the portfolio acquired from Situational Awareness by over 80%. The hedge fund focused on artificial intelligence (AI) themes faced significant challenges.