A post discusses how massive capital expenditures by US hyperscalers on AI infrastructure are flowing to South Korean companies, particularly SK Hailey, due to dependence on HBM (high-bandwidth memory) chips. The author argues that while the US captures about 50% of AI profits, the actual capital is being transferred to South Korea at an unprecedented rate as US tech giants must purchase components to make their expensive GPUs functional.
NYU mathematics professor Tristan Buckmaster accused OpenAI of using his unpublished research on the Navier-Stokes existence and smoothness problem to achieve a complete proof before his own work was released. Buckmaster and Anthropic mathematician Levent Alpöge had made initial progress on one of mathematics' seven Millennium Prize Problems, but OpenAI claimed to have solved it completely using a new model after learning of their approach, raising questions about whether OpenAI leveraged computational resources to race ahead.