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Articles By Noah Kim

Kospi’s 7.4% slide puts the AI memory boom’s profit model on trial

South Korea’s Kospi fell 7.4% as Samsung and SK hynix sank on reports of progress at China’s CXMT,…

ByByNoah Kim Oct 13, 2026
Japan’s cyber warning turns supplier access into a board-level risk

Japan’s national cyber office told ministries to pass a new warning to local governments and private companies after…

ByByNoah Kim Oct 11, 2026
OpenAI’s reported $50 billion annualized revenue sharpens scrutiny of AI growth metrics

Reuters, citing the Financial Times, said OpenAI told investors its annualized revenue was nearing $50 billion at the…

ByByNoah Kim Oct 9, 2026
Microsoft’s Windows hybrid intelligence push turns the AI PC into an agent control-plane bet

Microsoft and NVIDIA are pushing Windows PCs beyond AI assistants toward governed local execution for agents, with MXC…

ByByNoah Kim Oct 7, 2026
Senate American Affordability and Jobs Act Would Speed Grid Projects and Shift Transmission Costs…

A 417-page bipartisan Senate draft pairs faster federal reviews and stronger transmission coordination with a requirement that data…

ByByNoah Kim Oct 1, 2026
Anthropic IPO Prospectus Exposes the Real Question in AI: Can Growth Outrun Compute Costs?

Reuters reported that Anthropic’s confidential IPO prospectus showed nearly $4.6 billion in 2025 revenue, more than $8 billion…

ByByNoah Kim Sep 29, 2026
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Kospi’s 7.4% slide puts the AI memory boom’s profit model on trial

South Korea’s Kospi fell 7.4% as Samsung and SK hynix sank on reports of progress at China’s CXMT,…

ByByNoah Kim Oct 13, 2026
Japan’s cyber warning turns supplier access into a board-level risk

Japan’s national cyber office told ministries to pass a new warning to local governments and private companies after…

ByByNoah Kim Oct 11, 2026
OpenAI’s reported $50 billion annualized revenue sharpens scrutiny of AI growth metrics

Reuters, citing the Financial Times, said OpenAI told investors its annualized revenue was nearing $50 billion at the…

ByByNoah Kim Oct 9, 2026
Microsoft’s Windows hybrid intelligence push turns the AI PC into an agent control-plane bet

Microsoft and NVIDIA are pushing Windows PCs beyond AI assistants toward governed local execution for agents, with MXC…

ByByNoah Kim Oct 7, 2026
Senate American Affordability and Jobs Act Would Speed Grid Projects and Shift Transmission Costs…

A 417-page bipartisan Senate draft pairs faster federal reviews and stronger transmission coordination with a requirement that data…

ByByNoah Kim Oct 1, 2026
Anthropic IPO Prospectus Exposes the Real Question in AI: Can Growth Outrun Compute Costs?

Reuters reported that Anthropic’s confidential IPO prospectus showed nearly $4.6 billion in 2025 revenue, more than $8 billion…

ByByNoah Kim Sep 29, 2026