Hyundai Physical AI: Only One Contract Came With a Number
I spent Saturday afternoon opening the summit announcements one by one, and something started to bother me.
-
-
Korea Data Center Power: Can 5GW Actually Get Built?
Contracted capacity on Korean grid-impact applications ran around 60MW before 2020.
-
Samsung Foundry Broadcom Deal: The 2nm Chips Aren’t AI Chips
All weekend the headline collapsed into one sentence: Samsung won $200 billion from Broadcom and is finally closing…
-
Korea AI Infrastructure Stocks After the $950 Billion Summit
I spent the weekend on one story. In San Francisco, at a venue called The Midway, Korean industrial groups and Amer…
