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LATEST ISSUE — June 30, 2026

Samsung and SK Hynix announce a joint $518 billion investment in AI

Samsung and SK Hynix said they will spend a combined 800 trillion won, about $518 billion, building a new chipmaking hub in the southwest of South Kor … →

Money & markets

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LATEST DEEP DIVE

Big Ideas 2026 · 2 of 13

The Intelligence Factory: AI Infrastructure

The cost of AI inference dropped more than 99% in a single year. That should settle the infrastructure debate. It makes everything more complicated instead.

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Your inbox has enough noise. We're the signal.

Samsung and SK Hynix announce a joint $518 billion investment in AI

The Intelligence Factory: AI Infrastructure

Your inbox has
enough noise.
We're the signal.