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South Korean electronics and memory-chip giant; HBM supplier.
Because not training on customer data only applies to enterprises.
Firmus
+12
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
DeepSeek
+27
Sale and leaseback becomes the model.
SK Group
+25
Built to compete. Now for rent.
Together AI
+29