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Industry

Sovereign AI drives second boom in semiconductor market

A second market is opening for AI semiconductors as sovereign AI demand from national and public sectors grows beyond U.S. hyperscalers, expanding needs from GPUs to full-stack chips including CPUs and memory. Power, cooling and space constraints in sovereign environments raise the priority of power efficiency and CPU-memory integration. Forecasts cite rising sovereign AI revenues and a growing AI cloud market. In South Korea, government-backed spending is driving GPU procurement and broader server-component demand.

AI & Enterprise

SKT to work with Arm, Rebellion on AI inference server solution

SK Telecom is developing an AI inference server solution that combines a graphics processing unit and a neural processing unit. The company signed an MOU with chip designer Arm and AI chip startup Rebellion to jointly develop a solution that uses Arm’s Arm AGI CPU and Rebellion’s Revel Card, due in the third quarter. SKT plans to validate the solution at its AI data center and review running its A.X K1 model on it.

Industry

Rebellions to work with Arm, SKT on sovereign AI inference infrastructure

AI chip startup Rebellions said on April 10 it will work with Arm and SK Telecom to jointly enter the market for sovereign AI and carrier-focused data center inference infrastructure. The companies will develop AI servers combining Arm data center CPUs and Rebellions AI chips and verify operations at SK Telecom\'s AI data center. They also plan hardware integration and joint software development, and will seek commercialization opportunities after technical validation.