Jaeill Kim

Alphabet Q4 FY25: • Revenue +18% Y/Y to $113.8B ($2.3B beat). • Operating margin 32% (-1pp Y/Y). • EPS $2.82 ($0.18 beat). ☁️ Google Cloud: • Revenue +48% Y/Y to $17.7B. • Operating margin 30% (+13pp Y/Y). ▶️ YouTube ads +9% to $11.4B.

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The business results truly highlight how AWS positions itself as the leading cloud platform for running critical enterprise workloads such as SAP S/4HANA, trusted by large enterprises like Honda Vietnam. "From the challenge of ECC6 end-of-support in 2027 to massive infrastructure, data, and migration complexity, we chose a Brownfield Approach to ensure safety – stability – zero business disruption. The outcome: 99.999% uptime, +55% performance, global-grade security, and 30–40% TCO savings." Thank you Van Ha for sharing the great story! Eric Yeo Dinh Nguyen Man Le Clinton Mottram Genny Iustiadi Kathy Nguyen Thu Tran Tung Hoang Van Tuyen Tu

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iPEACE223, a UMI portfolio company responsible for commercializing zeolite catalyst technology, raises approximately 300 million yen in a pre-series A2 round of financing!

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The bottleneck in humanoid robotics has been moving for a decade. There was a time when bipedal walking was the hardest problem in the room. Then it was actuators and batteries — keeping a human-sized body moving for a human-sized workday. For a while, it was degrees of freedom, and how precisely each joint could be controlled. None of these problems are fully solved. But thanks to steady progress across the field, none of them is the deciding constraint anymore. The bottleneck has moved. "Can this robot handle an object it has never seen, in an environment it has never been in, following an instruction it has never received?" We believe this is the next gate to real-world deployment. And it is becoming less a question of mechanical engineering and more a question of learning. How well does the model generalize? How diverse is the training data? How quickly can the system adapt to a task it wasn't explicitly trained for? This is why Realworld is building a robot foundation model, with a particular focus on the hand. The hand is where the most varied and dexterous human work happens, and it is also where generalization is hardest. Great hardware is being built. Our work is to build the intelligence that runs on top of it. #RLWRLD #PhysicalAI #RobotFoundationModel #Humanoids https://lnkd.in/gCKWU-M6

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Domestic GPU Leader Biren Technology Listed on Hong Kong Stock Exchange Qiming Venture Partners' portfolio company Biren Technology, a leading domestic GPU developer, successfully listed on the Hong Kong Stock Exchange on January 2, Beijing time, becoming the first company to go public in Hong Kong in 2026. Biren Technology’s successful listing makes it the first GPU stock on the Hong Kong market and the largest new share offering since Chapter 18C took effect. Qiming Venture Partners is the earliest and most steadfast supporter of Biren Technology. Qiming, as a founding investor, led Biren Technology’s first round of financing when the company was founded in 2019, and has continued to fund its development since then. Qiming is the company’s largest external institutional investor. Founded in 2019, Biren Technology is a leading provider of general intelligent computing solutions in China. The company adheres to an original core architecture, pioneers the Chiplet-based high-performnace computing chip, has built a technology system featuring software-hardware co-innovation. It is dedicated to fostering a intelligent computing industry ecosystem and aims to serve as a core engine for the development of China's artificial intelligence industry. Biren Technology has developed the first-generation General Purpose Graphics Processing Units (GPGPU) architecture and a series of hardware based on GPGPU. It has successfully developed the Biren ™106 and Biren ™110 chips as well as the higher-performing Biren ™166 chip. The chips are used in key industries such as AI data centers, telecommunications, AI solutions, energy and public utilities, fintech and internet. "As a founding investor in Biren Technology's first financing round, we are delighted to have journeyed alongside the company and witnessed this significant milestone of its successful listing. From the outset, Biren Technology chose a challenging yet critical path—developing high-performance general-purpose GPUs through continuous technological innovation. Its successful listing not only marks a key phase in the company's growth but also demonstrates the evolution of China's tech entrepreneurship towards a new stage centered on original innovation. The listing is both a phased achievement and the starting point of a new journey. We expect Biren Technology to continue deepening its technological innovation and to play an increasingly significant role in building the AI ecosystem in China and globally," said Alex Zhou, Managing Partner of Qiming Venture Partners. #QimingTech #QimingPortfolio #BirenTechnology #TheAIEcosystem

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【解碼 2026 金融科技趨勢與展望】 勤業眾信（Deloitte）與國立政治大學金融科技研究中心產學聯手，發布最新的《2026年金融科技趨勢與展望》報告。隨著台灣積極打造「亞洲資產管理中心」，金融業正迎來「混合金融」的核心轉折點。 三大策略重點： ※ AI 邁向「企業級落地」：競爭已從單點實驗轉向規模化（Scale-up）。「資料治理」與「資安架構」將是 AI 轉化為風控利器與營運綜效的關鍵。 ※ 穩定幣與 RWA 重塑金融基建：數位資產已非單純投資標的，穩定幣正全面支撐支付、跨境匯款與實體資產代幣化（RWA）發展。傳統機構須及早卡位發行與託管角色。 ※ 混合金融下的資安與合規：當傳統金融與數位資產深度交會，分業監理與合規面臨新挑戰。業者須加速數位基礎建設，在創新與風險控管間取得關鍵平衡。 -- Deloitte Taiwan, in collaboration with the Financial Technology Research Center, National Chengchi University (FTRC), has officially released the "2026 FinTech Trends and Outlook" report. As Taiwan actively drives its "Asia Asset Management Center" initiative, financial institutions must redefine their roles in the new era of hybrid finance. Key Takeaways: *Enterprise-Scale AI: The race has shifted from isolated pilots to scale-up. Robust data governance and cybersecurity are prerequisites to turning AI into an operational and risk-management powerhouse. *Stablecoins & RWA Infrastructure: Digital assets are reshaping clearing ecosystems. Stablecoins are now key infrastructure driving payments, cross-border remittance, and Real-World Asset (RWA) tokenization. *Hybrid Finance Security: As traditional and digital banking intersect, compliance and risk control face new challenges. Upgrading digital infrastructure is vital to balancing innovation and regulation. #Deloitte #政大金融科技研究中心 #FTRC #金融科技 #FinTech2026 #亞洲資產管理中心 #AI #RWATokenization #穩定幣 #Cybersecurity https://lnkd.in/g5CyUtQy

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Our fixed income expert, Hyung Kyun Yim, did an interview with Yonhap Infomax, Korea’s leading provider of real-time financial news, market data, and economic information. Great job, HK! Unfortunately, the interview article is in Korean, but here are a few takeaways in English. “Although the U.S. corporate bond market—with its vast size, high liquidity, and institution-driven price formation mechanism—provides an environment highly suited for model-based approaches, this method has not yet received significant attention until recently” “Traditional approaches face the physical limitations of manpower and time, so as markets expand and areas of coverage grow, the associated costs inevitably increase. By contrast, investment strategies that combine AI with quantitative methods can help overcome these constraints.” https://lnkd.in/dfXYnhZF #GXIG #corporatebond #ETF #GlobalX #AI #permanentinnovator

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【 Website Knocked Offline? Don’t Let DDoS Storms Evaporate Your Revenue! ❌ 】 "Why did our website suddenly crash?" This isn't a traffic spike—it's a real-world DDoS attack. Think your basic firewall or CDN is enough? Beware of these blind spots: 👉 Firewalls: Overwhelmed within seconds by volumetric requests. 👉 Basic CDNs: Fail to detect sophisticated L7 attacks mimicking human behavior. As APAC’s leading Anti-DDoS service provider, Netron delivers "Precise Filtration & Zero Interruption" with 5 Core Advantages: 1️⃣ Battle-Tested: Expert understanding of multi-vector & large-scale attacks. 2️⃣ Top Vendor Ecosystem: Partnerships with 20+ world-class brands (Imperva, Akamai). 3️⃣ 24/7/365 Monitoring: Around-the-clock, zero-delay bilingual response. 4️⃣ Proven Success: Trusted by 2,000+ enterprises in finance, e-commerce, and manufacturing. 5️⃣ Full Lifecycle: End-to-end support from assessment to long-term. 🛡️Netron Advantage: Dedicated protection combined with edge caching actually accelerates your website! Don't wait for disaster. Click to read our guide and get a health check today👉 https://lnkd.in/g-n_NdPb #Netron #CloudIntegrationExpert #DDoSProtection #CyberResilience #CloudSecurity #Imperva #Akamai #NetworkOperations #DigitalTransformation #SecOps #CISOs --- 【 網站又被「打掛」？別讓 DDoS 流量風暴蒸發企業營收！❌ 】 「網站平常好好的，怎麼突然癱瘓？」這不是業績紅利，而是 DDoS 攻擊！別以為裝了防火牆或基礎 CDN 就安全，傳統防禦有致命盲點： 👉 傳統防火牆：面對海量請求，連線數瞬間耗盡。 👉 基礎 CDN：無法識別「模擬真人」的 L7 應用層攻擊。 亞太最大 Anti-DDoS 技術服務商 Netron 網創資訊 告訴你，現代防禦關鍵在於「精準過濾、業務不中斷」！我們的 5 大防護優勢： 1️⃣ 實戰經驗豐富：熟稔多來源、混合型大規模攻擊。 2️⃣ 頂尖品牌集結：代理 Imperva、Akamai 等 20+ 國際品牌。 3️⃣ 7✕24 雙語監控：資安專家全年無休、零時差應變。 4️⃣ 2,000+ 企業驗證：涵蓋金融、電商、製造業等多元場景。 5️⃣ 一站式全服務：從風險盤點、部署到長期維運一條龍。 🛡️ 網創優勢：導入專門防護不影響速度，結合邊緣快取，網站反而更流暢！ 別等倒下了才找解法！ 快點擊閱讀完整指南，為企業架構做全面健檢👉https://lnkd.in/g-n_NdPb #Netron #Netron網創資訊 #DDoSProtection #DDoS防 #CyberResilience #資安韌性 #CloudSecurity #雲端安全 #Imperva #Akamai #DigitalTransformation #數位轉型

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【NVIDIA GTC 2026：AI 代幣工廠時代正式開始】 今年 GTC 2026，我覺得最關鍵的不是又多了一代 GPU，而是黃仁勳把 AI 故事徹底改寫成：「資料中心＝AI 代幣工廠」。推論（inference）成為新的成長引擎，真正決定營收的，不再是你能訓練多大模型，而是你在有限電力下，每瓦特能榨出多少有價值的 tokens。Vera Rubin 平台則把 GPU、CPU、網路、機櫃與數位分身整合成一套 AI 工廠架構，直接告訴產業：未來的競爭，不只是誰有 AI，而是誰能經營出效率最高、韌性最強的 token factory。 三個我覺得董事會接下來會問 CEO 的問題： (A) 你的資料中心或雲策略，有沒有明確的 tokens per watt 目標？ (B) 你打算怎麼在免費、標準、進階方案之間分配有限的 token 產能？ (C) 在組織內，你是否已經開始為關鍵人才編列「年度 token 預算」，讓 AI 代理變成日常基礎設施？ NVIDIA GTC 2026: Welcome to the AI Token Factory Era My main takeaway from GTC 2026 is not “one more GPU generation”, but a narrative shift: data centers are now AI token factories. Inference becomes the real growth engine – what matters is no longer how big your model is, but how many valuable tokens you can produce per watt under hard power constraints. The Vera Rubin platform turns GPUs, CPUs, networking, racks and digital twins into a single AI factory architecture. The competitive question is quietly changing from “Do you have AI?” to “How efficiently and resiliently can you run your token factory?” First comment (English short version) Three questions I expect boards to ask their CEOs: (A) What is your target tokens per watt for your data center / cloud strategy? (B) How will you allocate scarce token capacity across free, standard and premium tiers? (C) Are you budgeting annual token allowances for key talent so AI agents become real, everyday infrastructure? https://lnkd.in/gtQtunRS

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#AGI Meta 擬砸逾千億港元收購 Scale AI 近半股權，由朱克伯格欽點年僅 28 歲的創辦人汪滔，領軍打造「超級智能」實驗室。消息指 Meta 因 Llama 4 表現失準急欲突破，加上 AI 人才爭奪激烈，交易不但讓其掌握 AI 資料處理龍頭，還助陣 AGI 軍備競賽。 Meta is reportedly investing over HK$100 billion (US$14.8B) to acquire nearly 49% of Scale AI, appointing its 28-year-old CEO Alexandr Wang to lead a “Superintelligence” lab. The move comes as Meta scrambles to catch up in the AI race after Llama 4’s lukewarm reception. With fierce competition for top AI talent, this deal could redefine Meta’s ambition in the AGI arena. 📌 一杯咖啡價錢連接 Web3 世界 https://lnkd.in/fGHX2Et Full article

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Mint CEO Damian Chan on RTHK: Expanding Horizons in AI Robotics On February 27, Axonex’s parent company - Mint Incorporation Limited (NASDAQ: MIMI) Chairman of the Board and CEO Damian Chan appeared on RTHK’s 財經新思維  program to share Mint’s vision for the future of robotics and AI. Key highlights from the interview: - Axonex Robotics: Introducing Mint’s latest innovation in intelligent robotics and strengthening R&D capabilities through Mint’s wholly-owned subsidiary. - Collaboration with Rice Robotics: Formalizing collaboration to scale production and deliver next-generation AI-powered companion robots. - AI-Powered Companion for Asia Pacific: FLOKI Minibot M1 marks Mint’s entry into the B2C market, offering personalized, engaging AI-driven experiences. - Data-Driven Growth: Continuous enhancement of backend systems to gather insights from the B2C market, fuelling innovation and long-term value creation. Damian emphasized Mint’s commitment to building a robust “Physical AI” ecosystem, integrating hardware and software to transform daily life while driving shareholder value. For more details, please visit: https://lnkd.in/gNG6UKQg #Axonex #AxonexIntelligence #AxonexRobotics #Robotics #AI #IoT #DigitalTwins #Floki #FLOKIMinibotM1

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Happy to help out building one of the first soon-to-be regulated crypto exchanges in Vietnam. Vietnam has consistently ranked among the top countries globally in crypto adoption and retail trading activity (especially over the past few years, per Chainalysis). But that growth has largely happened in a grey zone. A clear regulatory framework isn’t just “nice to have” anymore: it’s necessary to better protect users, reduce systemic risks, and create the foundation for more sustainable, long-term development of the industry. With strong backing from a leading local bank like VPBank , alongside experienced global players such as OKX and HashKey Group , we believe CAEX is in a good position to contribute meaningfully to how crypto and digital assets will be shaped in Vietnam going forward.

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