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A very rare scene this week is Hwang In-hoon teaming up with six Wall Street asset management giants to endorse “building AI computing power into an independent asset class”. Analysts believe that this is Hwang In-hoon's implementation of his own term economics, and this also indicates that the AI boom is extending from a technology competition to a capital competition. However, the latest plan has also raised investors' concerns about “revolving financing” and debt risks. Faced with questions, Hwang In-hoon once again personally calmed the market. He said Nvidia may “provide a residual value support mechanism of up to 25% for individual investment projects” and will carefully evaluate each project. Market sentiment has abated slightly since then.
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A very rare scene this week is Hwang In-hoon teaming up with six Wall Street asset management giants to endorse “building AI computing power into an independent asset class”. Analysts believe that this is Hwang In-hoon's implementation of his own term economics, and this also indicates that the AI boom is extending from a technology competition to a capital competition. However, the latest plan has also raised investors' concerns about “revolving financing” and debt risks. Faced with questions, Hwang In-hoon once again personally calmed the market. He said Nvidia may “provide a residual value support mechanism of up to 25% for individual investment projects” and will carefully evaluate each project. Market sentiment has abated slightly since then.
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