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Industry
AI factory build in Korea leaves server, cooling supply chain tied to Taiwan
Construction of gigawatt-scale AI factories in South Korea is getting under way, but server assembly and liquid-cooling component supply chains are controlled by Taiwanese companies, raising concerns that Korean materials and parts suppliers are being sidelined. Nvidia plans to ship fully assembled compute trays from its next-generation Vera Rubin platform, narrowing assembly partners to Foxconn, Quanta and Wistron. Cooling component suppliers Auras and AVC have also taken an early lead.
AI & Enterprise
Big Tech steps up coding AI push, arms with China AI performance
Big Tech companies are accelerating an offensive in the coding AI tools market, raising questions about shifts in a field led by Anthropic, OpenAI and Cursor. Meta unveiled its first AI coding agent, Muse Code, in beta. Google is in talks on a deal worth about $1.5 billion involving AI coding startup Mechanize. AWS launched Kiro Crew, an autonomous workspace. Chinese firms also quickened moves to build large-scale AI models.
AI & Enterprise
Rimini Street launches managed AI agent governance service
Rimini Street said on Sunday it has launched Rimini Govern for AI, the latest service in its governance, risk and compliance solution portfolio. The service is delivered around the clock by AI specialist engineers from Rimini Street Global Command Centers. It is designed to help companies centrally manage AI operations, accelerate adoption of AI agents, reduce operational risks and improve visibility. It also supports audit capabilities, cost control and ROI measurement.
