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Enterprises are entering a new phase of AI, requiring the selection of appropriate computing resources based on tasks through open architectures in hybrid clouds to optimize costs. The increase in proxy AI and rising inference costs challenge the strategy of relying on a single high-performance GPU. AMD and Red Hat propose a full-spectrum solution that combines CPUs, low-power GPUs, and high-performance accelerators, enabling flexible deployment of AI tasks on existing infrastructure to reduce Token economics cost pressures. Taking MI350P, EPYC, and Red Hat AI as examples, server integration and energy savings are achieved through an open ecosystem, allowing budgets to be allocated to new AI projects. Future evaluations will place greater emphasis on balancing deployment efficiency and total cost of ownership.

OpenAI's establishment of a $4 billion joint venture to fully accelerate its entry into the enterprise AI market. As the competition in generative artificial intelligence technology has surpassed model performance, shifting towards how deeply it can penetrate actual enterprise sites, OpenAI is also expanding its market dominance through a dedicated independent organization responsible for deployment and support.
On the 11th (local time), OpenAI announced that it had partnered with private equity firm TPG, consulting companies, system integrators, and others to establish a joint venture called "OpenAI Deployment Company." The investment scale is $4 billion, approximately 59 trillion Korean won. The new corporate structure grants OpenAI majority ownership and operational control, with the remaining shares held by participating companies. This indicates that, compared to purely financial investment, OpenAI is more inclined to maintain dominance while expanding its reach to corporate clients.
The core role of this joint venture is to, based on

Osmosis community re-discusses the proposal to merge with Cosmos Hub, proposing to exchange 1.998 OSMO for 0.0355 ATOM, with funds coming from DEX revenue; the news caused OSMO to rise 185% within 24 hours. The original proposal was made in March 2026, aiming to integrate Osmosis's liquidity, governance, and security into Cosmos Hub, but it failed by a narrow margin in April governance. The revised version cancels the new ATOM minting and instead funds the exchange from Osmosis trading revenue, alleviating dilution for ATOM holders; if approved, it will set a precedent for the integration of other independent chains within the Cosmos ecosystem.

Hanssem (한샘) posted a profit before tax in the first quarter of this year, but sales and net profit both declined, showing a situation where profitability improved while business activity slowed down.
According to the announcement released by Hanssem on the 11th, based on consolidated financial statements, the operating profit for the first quarter of 2026 was 10.1 billion Korean won, a 56.4% increase compared to the same period last year. Conversely, sales were 399.4 billion Korean won, a 9.9% decrease year-on-year; net profit was 2.6 billion Korean won, a 72.6% decrease year-on-year.
This performance is interpreted as primarily reflecting improved cost efficiency rather than scale growth. The increase in operating profit suggests that sales management expenses or cost structure may have improved compared to before, but the decline in sales also indicates that demand recovery in the furniture and home renovation market is still insufficient. Especially considering that this industry is sensitive to changes in housing transactions, moving demand, and consumer sentiment, the decrease in sales should be viewed cautiously in the context of overall market cautious spending.
Net profit decline

The U.S. Senate Banking Committee will review amendments to the "CLARITY Act" at 10:30 on May 14th, with the final text published on the 12th and amendments submitted before the 13th.
Disputes over stablecoin yields, banking industry lobbying, and Democratic Party attitudes have become key variables, and the committee's voting outcome is seen as a watershed for the bill's direction.
If the two parties fail to reach a consensus, the probability of the full Senate passing it will decrease, and the market may experience short-term volatility.

Blackstone and Halliburton invest $1 billion in VoltaGrid, with a post-investment valuation exceeding $10 billion, to expand off-grid data center power supply and acquire Propell Energy Technology. The deal includes $775 million in primary capital and $225 million in secondary equity. VoltaGrid offers modular on-site power generation to meet the increased electricity demand of AI data centers. It is expected that U.S. data center electricity consumption will double before 2030. The transaction is planned to be completed by mid-2026.