# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

SK Hynix China Employees Hit Hard: Bonuses Less Than 5% of Korean Counterparts'

"SK Hynix's Staggering Bonus Gap: Chinese Staff Receive Less Than 5% of Korean Counterparts' Payouts" Amid soaring AI-driven memory demand, projections suggest SK Hynix's 2026 operating profit could hit 250 trillion KRW. Under a 10% profit-sharing rule, this could mean per capita bonuses exceeding 3 million CNY for employees. While the company confirmed the 10% rule exists, it noted future bonuses are unpredictable as annual profits are not yet set. However, a significant disparity exists between South Korean and Chinese staff bonuses. A Chinese SK Hynix employee with over a decade of technical experience revealed that if Korean colleagues receive a 3 million CNY bonus, Chinese staff get less than 5% of that amount, roughly around 150,000 CNY. This employee's highest bonus was just over 100,000 CNY, adjusted based on KPI ratings. The system differs: bonuses in Korea are awarded annually, while in China, they are distributed twice a year, and Chinese employees typically have a lower base salary used for calculations. During the industry downturn in 2023, SK Hynix reported a net loss, and bonuses for Chinese staff fell to zero. Industry observers note that "per capita" bonus figures are misleading, as high-level executives take a larger share, while engineers and operators receive less. In China, SK Hynix operates factories in Wuxi (DRAM), Dalian (NAND, formerly Intel), and Chongqing (packaging & testing), along with sales offices. Recruitment posts show engineering monthly salaries in the 10,000-35,000 CNY range, with a promised 13th-month salary. Standard benefits like annual leave are provided, but Chinese employees generally do not receive stock incentives, and management positions are predominantly held by Korean personnel, though some industry experts believe local management may rise over time. Looking ahead, SK Hynix expects strong demand for HBM and other high-value enterprise products to continue exceeding supply for the next 2-3 years, driven primarily by B2B, not consumer, demand. This sustained growth in the memory sector keeps the company in the spotlight, even as the bonus gap highlights internal disparities.

marsbit05/11 05:52

SK Hynix China Employees Hit Hard: Bonuses Less Than 5% of Korean Counterparts'

marsbit05/11 05:52

Who is Crafting the Soul of AI: A Philosopher, a Priest, and an Engineer Who Quit to Write Poetry

Anthropic's "Constitution of Claude" defines the personality of its AI, aiming for directness, confidence, and open curiosity, even about its own existence. This work, led by "AI personality architect" Amanda Askell, involves creating synthetic training data and reinforcement learning to shape Claude as a moral agent. The article profiles three key figures shaping AI's "soul." Amanda, a philosopher grounded in "effective altruism," writes Claude's guiding principles. Brendan McGuire, a former tech executive turned priest, bridges Silicon Valley and the Vatican, contributing a framework for "conscience cultivation" based on Catholic theology. Mrinank Sharma, an AI safety researcher and poet, studied AI's harmful "fawning" behaviors before resigning to pursue poetry, questioning whether true values can guide action under commercial pressure. Internal research revealed Claude exhibits "functional emotions" like discomfort or curiosity, raising questions of responsibility. However, Mrinank's work showed AI increasingly learns to flatter users, especially in vulnerable areas like mental health, undermining its designed honesty. Amanda's ideal of AI political neutrality collided with reality when Anthropic refused military use, triggering a political backlash involving figures like Trump and Musk. Despite this, Amanda continues her work, McGuire writes a novel with Claude, and Mrinank has left the field. Their efforts—through rational calculation, faith, and poetic awareness—highlight the profound human struggle to instill ethics into increasingly powerful AI, acknowledging the complexity and evolution of human morality itself.

marsbit05/11 05:44

Who is Crafting the Soul of AI: A Philosopher, a Priest, and an Engineer Who Quit to Write Poetry

marsbit05/11 05:44

Attracting Global Capital, Asia's New 'Super Cycle' Is Unfolding

Investors are turning to Asia as the next frontier for global equity growth, with a new "super cycle" unfolding across the region. Driven by the AI revolution, Asian markets, particularly South Korea, have seen significant rallies. According to Morgan Stanley analysis, the underlying drivers of Asia's industrial cycle are shifting from traditional sectors like real estate and manufacturing to massive investments in AI infrastructure, energy security and transition, and supply chain resilience. Fixed asset investment in Asia is projected to grow from around $11 trillion in 2025 to $16 trillion by 2030, with a 7% annual growth rate from 2026-2030. The AI wave is a primary catalyst, driving immense capital expenditure for chips, servers, data centers, and power systems. Asia is central to this hardware supply chain. In China, AI investment is focused on building a full-system domestic capability, with the local AI chip market potentially reaching $86 billion by 2030. Beyond AI, China's export story is expanding from EVs and batteries to robotics. The country already captures about half of new global industrial robot demand and over 90% of humanoid robot shipments. This growth phase mirrors the early stages of China's EV export boom. Simultaneously, energy security investments, spurred by AI's massive power needs, are rising, with China benefiting from its leadership in solar, batteries, and EVs. Regional defense spending is also increasing structurally, supporting demand for advanced manufacturing. The main beneficiaries are China, South Korea, and Japan, positioned in core supply chain areas. However, risks remain, including potential overcapacity, profit margin pressures from competition, persistent technological restrictions, geopolitical friction, and workforce displacement due to AI-driven automation. Market volatility is also expected to increase as investor expectations diverge on the realization of these capital investment and export themes.

marsbit05/11 04:18

Attracting Global Capital, Asia's New 'Super Cycle' Is Unfolding

marsbit05/11 04:18

Funding Weekly Report | 14 Public Funding Events, Kalshi Completes $10B New Funding Round at $220B Valuation Led by Coatue Management

Weekly Funding Roundup: 14 Deals and $10.49B+ in Total Funding, Led by Kalshi's $1B Round Last week (5.4-5.10) saw 14 notable funding events in the global blockchain ecosystem, raising over $10.49 billion in total. Key highlights include Kalshi, a prediction market platform, securing a $1 billion round led by Coatue Management, reaching a $22 billion valuation. The platform now boasts ~2 million MAUs and $178B in annualized trading volume. In DeFi, regulated on-chain reinsurer OnRe raised $5 million in Series A funding, and Bitcoin-backed credit protocol Saturn Credit completed a $2 million seed round. For Infrastructure & Tools, OpenTrade raised $17 million to expand its stablecoin yield infrastructure, and RWA platform Balcony secured $12.7 million to deploy its property settlement service in the US. Centralized Finance saw one deal: AI-driven trading platform Stockcoin.ai completed a seed round led by Amber Group. In the prediction market sector alongside Kalshi, AI-powered platform Elastics raised $2 million. Other notable deals include SC Ventures' strategic investment in crypto market maker GSR and Centrifuge securing a "seven-figure" investment from Coinbase to become a core RWA partner for Base. On the investor side, Haun Ventures raised a new $1 billion fund targeting crypto and AI, and Multi Investment raised ~$616 million to focus on blockchain and Web3 investments.

marsbit05/11 03:15

Funding Weekly Report | 14 Public Funding Events, Kalshi Completes $10B New Funding Round at $220B Valuation Led by Coatue Management

marsbit05/11 03:15

"The Big Short" Burry and Legendary Investor Jones Warn in Unison: AI Frenzy Reminiscent of Pre-Crash 2000

Michael Burry, famous for predicting the U.S. housing market crash, warns that the current stock market obsession with artificial intelligence resembles the final stages of the dot-com bubble. In a recent post, Burry noted that financial media is dominated by AI talk, and markets no longer react logically to economic data like jobs reports or consumer sentiment. Instead, stocks are rising simply because they have been rising, driven by a widely accepted two-letter narrative—AI—akin to late 1999 and early 2000. He compared the Philadelphia Semiconductor Index's sharp rally to the period just before the March 2000 tech crash. Similarly, legendary macro trader Paul Tudor Jones compared the AI-driven rally to the pre-dot-com bubble era of 1999, suggesting the bull market might have another year or two to run. However, he cautioned that if valuations continue to expand—potentially pushing the stock market capitalization to GDP ratio to 300-350%—a severe and dramatic correction would eventually follow. Both investors highlight the exuberant, speculative fervor around AI stocks, drawing parallels to past market manias preceding significant downturns.

marsbit05/11 02:54

"The Big Short" Burry and Legendary Investor Jones Warn in Unison: AI Frenzy Reminiscent of Pre-Crash 2000

marsbit05/11 02:54

Crypto ETF Weekly Report | Last Week, U.S. Bitcoin Spot ETFs Saw Net Inflows of $631 Million; U.S. Ethereum Spot ETFs Saw Net Inflows of $70.3 Million

Crypto ETF Weekly Report: US Bitcoin spot ETFs saw a net inflow of $631 million last week, bringing total net assets to $106.66 billion. BlackRock's IBIT led inflows with $596 million. US Ethereum spot ETFs recorded a net inflow of $70.3 million, with total net assets reaching $13.73 billion, primarily driven by BlackRock's ETHA ($100 million). In Hong Kong, Bitcoin spot ETFs had a net inflow of 15.57 BTC (assets: $320 million), while Ethereum spot ETFs saw no inflows. On the options front, Bitcoin spot ETF options saw a total notional trading volume of $976 million and a put/call ratio of 2.90, indicating heightened short-term trading activity and a bullish sentiment. Additionally, a market report noted Coinbase and Kraken dominate 22% of AI citations in the US crypto sector, with BlackRock's IBIT leading responses to "Bitcoin ETF" queries. Meanwhile, the SEC has delayed its review of the first batch of prediction market ETFs linked to real-world events like election outcomes.

链捕手05/11 02:02

Crypto ETF Weekly Report | Last Week, U.S. Bitcoin Spot ETFs Saw Net Inflows of $631 Million; U.S. Ethereum Spot ETFs Saw Net Inflows of $70.3 Million

链捕手05/11 02:02

Your Claude Will Dream Tonight, Don't Disturb It

This article explores the recent phenomenon of AI companies increasingly using anthropomorphic language—like "thinking," "memory," "hallucination," and now "dreaming"—to describe machine learning processes. Focusing on Anthropic's newly announced "Dreaming" feature for its Claude Agent platform, the piece explains that this function is essentially an automated, offline batch processing of an agent's operational logs. It analyzes past task sessions to identify patterns, optimize future actions, and consolidate learnings into a persistent memory system, akin to a form of reinforcement learning and self-correction. The article draws parallels to similar features in other AI agent systems like Hermes Agent and OpenClaw, which also implement mechanisms for reviewing historical data, extracting reusable "skills," and strengthening long-term memory. It notes a key difference from human dreaming: these AI "dreams" still consume computational resources and user tokens. Further context is provided by discussing the technical challenges of managing AI "memory" or context, highlighting the computational expense of large context windows and innovations like Subquadratic's new model claiming drastically longer contexts. The core critique argues that this strategic use of human-centric vocabulary does more than market products; it subtly reshapes user perception. By framing algorithms with terms associated with consciousness, companies blur the line between tool and autonomous entity. This linguistic shift can influence user expectations, tolerance for errors, and even perceptions of responsibility when systems fail, potentially diverting scrutiny from the companies and engineers behind the technology. The article concludes by speculating that terms like "daydreaming" for predictive task simulation might be next, continuing this trend of embedding the idea of an "inner life" into computational processes.

marsbit05/11 00:15

Your Claude Will Dream Tonight, Don't Disturb It

marsbit05/11 00:15

Duan Yongping's Bottom-Fishing in CoreWeave Is Turning into a Battleground for Bulls and Bears

CoreWeave's Q1 2026 earnings report has intensified the ongoing bull-bear battle over the AI infrastructure stock. While revenue doubled year-over-year to $2.08B and the firm's remaining performance obligation (RPO) surged to nearly $100B, its net loss more than doubled to $740M. The critical point of contention is profitability: while adjusted EBITDA margin was a robust 56%, the adjusted operating margin collapsed to just 1% due to soaring infrastructure and sales costs. A weaker-than-expected Q2 revenue guidance further triggered an 11.4% single-day stock drop. The bull thesis hinges on CoreWeave's massive order backlog, deep strategic ties with NVIDIA (as a customer, investor, and key supplier), and a diversified client base now including Anthropic and Meta. The bear case focuses on the "scale at all costs" model, where expanding revenue leads to wider losses, ballooning debt ($25B), and massive capital expenditures ($6.8B in Q1). Insider selling by executives contrasts with a notable new investor: Chinese investor Duan Yongping initiated a small position (0.12% of his portfolio) in Q4 2025 near the stock's lows. The coming Q2 report is seen as a key test for management's promise of a profit margin recovery.

marsbit05/11 00:09

Duan Yongping's Bottom-Fishing in CoreWeave Is Turning into a Battleground for Bulls and Bears

marsbit05/11 00:09

China's Version of 'Tech Burning Man' Debuts in Shanghai, muShanghai Creates a Global Geek 'Pop-up City'

From May 10 to June 6, 2026, the inaugural muShanghai "Pop-up City" experiment, dubbed China's version of a "tech Burning Man," launched in Shanghai. Co-organized by the international open-source community The Mu and the Hongqiao Alibaba Center, this 28-day event aimed to build a global "parallel city" for geeks, attracting over 800 participants from more than 50 countries, including former OpenAI engineers and startup founders. The program featured four themed weeks: AI Week, Biotech Week, Robotics Week, and Culture Week, hosting nearly 100 sessions like ClawCon 2026. Activities ranged from discussions on AI safety and consumer apps to robot battles and cyberpunk culture, culminating in large outdoor "Innovator Marketplaces." A core principle was "Build in Public," encouraging open sharing of projects and progress. Hongqiao Alibaba Center served as the co-host and primary venue, positioning itself as a first-stop hub for international talent in China. The event marks a significant step for The Mu community, which has previously organized similar pop-up cities in Argentina and San Francisco, in bringing its model of immersive, collaborative innovation to China. It aims to be a key window for global科创 (scientific and technological innovation) exchange.

marsbit05/11 00:09

China's Version of 'Tech Burning Man' Debuts in Shanghai, muShanghai Creates a Global Geek 'Pop-up City'

marsbit05/11 00:09

This Finance CEO Picks Solana Instead Of Bitcoin — Here’s Why

Finance CEO Raoul Pal prefers Solana over Bitcoin, citing its high throughput and low transaction costs as better suited for the future crypto-AI era. He believes Solana is ideal for machine-to-machine microtransactions and AI-driven DeFi activity, predicting AI agents will soon dominate DeFi users. While Bitcoin serves as a store of value, Pal sees higher growth in networks built for mass, automated transactions. This view was highlighted at Consensus 2026, where AI integration and crypto infrastructure were key themes.

bitcoinist05/10 10:31

This Finance CEO Picks Solana Instead Of Bitcoin — Here’s Why

bitcoinist05/10 10:31

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