Industry

GPU standalone era may end as integrated design determines AI chip performance

The focus of competition in AI chips is shifting from standalone GPUs to integrated CPU-GPU designs that package processors and memory to optimise data flow. U.S.-listed CPU makers Intel and AMD have surged, reflecting rising demand for CPUs and DPUs as inference and agentic AI workloads expand. Nvidia is also pushing CPU offerings and tighter CPU-GPU integration, while memory is becoming a core component. The trend could benefit South Korean memory makers SK Hynix and Samsung Electronics.

Industry

Nvidia aims for local AI supercomputer demand with Claw ecosystem

Nvidia is targeting South Korea as its first demand base for autonomous AI agents, promoting a full-stack package spanning OpenClaw, a security container called OpenShell and an enterprise service called NemoClaw, alongside DGX Spark hardware to run large models locally. It showcased its Build-a-Claw hands-on programme in Seoul. Nvidia positions local deployment as a way to reduce accumulating API costs and address security concerns, while pushing demand for DGX Spark and RTX systems.