ROUNDUP: Nvidia's Banned Chips Selling for 3X Price on China's Black Market

The global AI chip market just faced its first violent divergence. While South Korea’s KOSPI index suffered a brutal 10% single-day crash on fears of peak semiconductor demand, Micron smashed historic records, printing a 346% revenue increase that completely flipped the script.OpenAI and Broadcom officially unveiled "Jalapeño," a proprietary ASIC designed from scratch in just nine months with the direct assistance of OpenAI's own models.Meanwhile, on China's black market, supply constraints have driven the price of a smuggled Nvidia Blackwell DGX B300 server to an astronomical $1.1 million (8 million RMB), nearly triple its $400,000 US retail cost.Timestamps:00:00 – Intro01:32 – US-Iran Peace Deal Collapsed 3 Days Later05:42 – South Korea Stock Market Crash08:53 – Tesla Killed 76-year-old Woman13:48 – Microsoft and Chevron Gas-powered Data Center17:00 – OpenAI Just Built Its First Chip20:54 – Nvidia Banned Chips Sold on China's Black Market24:20 – Midjourney Pivots to Healthcare28:47 – EU Builds Its Own Open-source Frontier AI Model31:41 – NYC Public Schools Full Compliance Playbook On AI Tool35:24 – Anthropic Mandatory Identity Verification for Claude Users39:26 – "Agentjacking" Exploiting AI Coding Agents41:25 – Meta Is Building a Prediction Market App46:08 – Ethereum Foundation Cuts 20% staff And 40% Of Its Budget49:43 – Binance Pulled its European License Application52:35 – Biggest Fundraise of the Week55:57 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!