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Samsung Biologics union launches its first-ever general strike from May 1-5, demanding wage hikes and bonuses, with potential losses of up to 640 ...

Samsung Biologics union launches its first-ever general strike from May 1-5, demanding wage hikes and bonuses, with potential losses of up to 640 billion won per day of halted production.#SamsungBiologics #laborstrike #JohnRim #retirementageextension #KCTUgeneralstrike #Seoulyouthrentsupport #POSCOE&C #hyperscalercapex
Samsung Biologics Union Launches First-Ever General Strike on May 1

Samsung Biologics Union Launches First-Ever General Strike on May 1

Samsung Biologics union launches its first-ever general strike from May 1-5, demanding wage hikes and bonuses, with potential losses of up to 640 billion won per day of halted production.

Seoul Economic Daily

Yonhap Infomax News Apr 24

Philadelphia Semiconductor Index extends record 17-session winning streak, surging 32.82% this month as AI optimism drives investor confidence back to chip stocks, though Iran conflict poses supply chain risks
#YonhapInfomax #PhiladelphiaSemiconductorIndex #AIDemandCycle #HyperscalerCapex #HeliumSupplyChain #NvidiaAndBroadcom #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117322

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Bagus Dwi Permana Mar 20

The hyperscaler CAPEX race in 2026:

Amazon: $200B
Alphabet: $185B
Microsoft: $120B+
Meta: $100B+

Combined: $600B+. ~75% tied to AI infrastructure.

Meta reinvesting 57% of revenue into infra. No precedent in tech history.

Jensen Huang: "The largest industrial buildout in human history."

They are not building data centers. They are building AI Factories.

https://resistancezero.com/article-18.html

#HyperscalerCapex #AIFactory #BigTech #CloudComputing #Infrastructure

AI Factories: Why Traditional Data Center Architecture Faces Technical Extinction

Deep analysis: 130kW AI racks, liquid cooling revolution, Ultra Ethernet vs InfiniBand, $700B hyperscaler race, stranded asset risk. Interactive calculator inside.

Bagus Dwi Permana Portfolio

Yonhap Infomax News Mar 17

Dutch tech firm Nebius Group's shares soared 15% after announcing a landmark $27 billion five-year AI infrastructure deal with Meta, positioning itself as a key beneficiary of big tech's $600 billion data center investment wave alongside its recent $17 billion Microsoft contract.
#YonhapInfomax #NebiusGroup #Meta #AiInfrastructure #DataCenter #HyperscalerCapex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110253

Nebius Group Surges 15% on $27 Billion Meta Contract

Yonhap Infomax

Bagus Dwi Permana Mar 16

The hyperscaler CAPEX race in 2026:

Amazon: $200B
Alphabet: $185B
Microsoft: $120B+
Meta: $100B+

Combined: $600B+. ~75% tied to AI infrastructure.

Meta reinvesting 57% of revenue into infra. No precedent in tech history.

Jensen Huang: "The largest industrial buildout in human history."

They are not building data centers. They are building AI Factories.

https://resistancezero.com/article-18.html

#HyperscalerCapex #AIFactory #BigTech #CloudComputing #Infrastructure

AI Factories: Why Traditional Data Center Architecture Faces Technical Extinction

Deep analysis: 130kW AI racks, liquid cooling revolution, Ultra Ethernet vs InfiniBand, $700B hyperscaler race, stranded asset risk. Interactive calculator inside.

Bagus Dwi Permana Portfolio

Bagus Dwi Permana Mar 8

Hyperscalers will spend $600-690B on infrastructure in 2026. That is 50-72% more than 2025.

75% is AI-related. But the real bottleneck? Electricity.

Data center power demand: 30 GW today, 90+ GW by 2030. The US alone faces a 15+ GW deficit.

Detailed sector analysis:
https://resistancezero.com/geopolitics-2.html

#HyperscalerCAPEX #DataCenter #EnergyTransition #AIInfrastructure #GridCapacity #CleanEnergy

The $50 Trillion Shift: Fastest-Growing Sectors 2026-2036

Ranked analysis of 8 fastest-growing economic sectors with methodology scoring, confidence labels, and data center demand impact through 2036.

Bagus Dwi Permana Portfolio