모바일 인터넷

Sabotaged Cables, SpaceX’s $17 B Spectrum Bet & 5G/6G Leaps – Global Mobile Internet Roundup (Sept 9–10, 2025)
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절단된 케이블, 스페이스X의 170억 달러 스펙트럼 베팅 & 5G/6G 도약 – 글로벌 모바일 인터넷 동향 (2025년 9월 9~10일)

해저 케이블 사보타주로 연결성 마비 갑작스러운 해저 광케이블 단선이 유럽, 중동, 아시아 간 인터넷 트래픽에 큰 혼란을 초래했습니다. 9월 7일, 모니터링 요원들은 두 개의 핵심 해저 케이블 – SEA-ME-WE 4와 IMEWE –가 사우디아라비아 제다 근처에서 절단된 것을 감지했습니다 ts2.tech. 그 영향은 대륙
9월 19, 2025

Technology News

  • Apple's iPhone Pocket: A Knitwear Crossbody for iPhone and Accessories
    November 11, 2025, 9:52 PM EST. Apple unveils the iPhone Pocket, a stretchy, 3D-knitted wearable pouch designed in collaboration with Issey Miyake. Part fashion statement, part gadget accessory, the iPhone Pocket can hold your iPhone and small extras like AirPods, lip balm, or a key fob. Available in two lengths-short as a wristlet and long as a crossbody-it's offered in multiple colors including lemon, mandarin, purple, pink, peacock, sapphire, cinnamon, and black (with longer strap colors limited to the latter three). Prices start at $150 for the short strap and $230 for the long strap, with availability at Apple stores and online this Friday. The piece signals Gen Z appeal and Apple's willingness to blur fashion with wearable tech.
  • Apple Stock's Next Big Move: AI Leadership, Vision Pro 2 and the Foldable iPhone Cycle
    November 11, 2025, 9:50 PM EST. Apple stock has a history of sharp up moves, with sub-2-month rallies and occasional 50% gains in key years. The stock's near-term trajectory hinges on catalysts like AI leadership, on-device Apple Intelligence, and a fresh product cycle-potentially a cheaper M5-powered Vision Pro 2 or a foldable iPhone around 2026-that could spark major hardware upgrades and higher services revenue. Strong iPhone 17 demand and record Services revenue have powered the latest rally, while India is projected to become Apple's third-largest market by 2026, signaling substantial growth. Valuation sits around a high double-digit P/E (about 40x). Risks include steep declines in broad tech sell-offs, even with solid fundamentals. Investors should monitor fundamentals and catalysts.
  • SoftBank's Nvidia stake sale could present a buying opportunity for investors
    November 11, 2025, 9:48 PM EST. SoftBank's plan to raise funds has analysts weighing Nvidia exposure, with some viewing the stake sale as a potential buying opportunity for investors underweight in Nvidia. The discussion notes a robust multi-year backlog at CoreWeave and other OpenAI-related partnerships, suggesting strong revenue ramps beyond the current quarter. Traders will be watching for further data points-from Taiwan Semiconductor and other chipmakers to utilities' capital spending-to validate the backlogs' trajectory. Despite the headline shock, the premise is that SoftBank is rebalancing its portfolio, which could pressure the stock in the near term but create an entry point for long-term holders. Nvidia's upcoming earnings on November 19 could act as the catalyst, with expectations to beat and raise guidance.
  • Steve Cohen's Point72 AI Fund Turion Surges ~30% in 2025 Amid Persistent AI Rally
    November 11, 2025, 9:46 PM EST. Point72's Turion AI fund has racked up roughly 30% in 2025, driven by surging demand for AI and semiconductor names. The $3 billion strategy, led by portfolio manager Eric Sanchez, delivered about a 9% gain in October. Turion differs from the firm's core funds by taking a longer-biased stance on the AI hardware cycle and emphasizing dispersed winners and laggards rather than simple direction bets. The run comes as Microsoft and other AI names show signs of fatigue, suggesting the rally may become more selective. For billionaire founder Steve Cohen, Turion reflects Point72's shift toward quantitative trading, macro, and venture investing, with early talks about a private credit fund next year. If Turion sustains performance, it could help lead Wall Street's next phase of capital rotation.
  • Can Google's Ironwood TPUs Challenge Nvidia's AI Empire?
    November 11, 2025, 9:44 PM EST. Google unveils Ironwood, its seventh-generation TPU, aimed at challenging Nvidia's AI GPU hegemony. Ironwood delivers dramatically higher speeds-over four times faster than Trillium and up to 10x vs earlier generations-and packs 192 GB of memory per chip, with energy-efficient operation and dense chip-to-chip interconnect. In scalable pods up to 9,216 units sharing 1.77 PB of memory, Ironwood targets large-scale models, training and inference for chatbots and other AI workloads. Relative to Nvidia's Blackwell, Ironwood offers more memory, faster interconnects, and better energy efficiency for cloud deployments, though Nvidia still dominates the market thanks to CUDA and its GPU ecosystem. The race features rivals from AMD, Intel, and cloud providers, but Ironwood's focus on efficiency and scaling could redraw cloud AI infrastructure.