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AI & Enterprise

Sovereign AI, building a domestic NPU ecosystem and opportunities for regions

An October announcement that Nvidia would supply 260,000 GPUs to South Korea was seen as a diplomatic gain, but most supply is concentrated among large companies. About 20 percent is available for academia, research institutes and startups, with the government leasing capacity from cloud firms. The author argues AI demand is shifting toward low-latency inference, where domestic NPUs could be deployed, but cheap large-scale GPU supply could crowd them out. He calls for regional distributed inference hubs using idle public assets and local demand aggregation.

AI & Enterprise

Korea AI Cloud Industry Association launches CSP subcommittee to strengthen domestic CSP cooperation

The Korea AI Cloud Industry Association said on May 20 it has officially launched a Cloud Service Provider subcommittee to strengthen cooperation among domestic CSPs and jointly discuss issues facing the AI and cloud industry. The group also held its first subcommittee meeting on May 18, attended by six companies: KT Cloud, Naver Cloud, Kakao Enterprise, Gabia, NHN Cloud and Samsung SDS. Participants discussed policy and industry issues including AI infrastructure investment, GPU supply and rising data centre energy costs.

Telecommunications & Media

Korea\'s three mobile carriers post mixed Q1 results, bet on AI growth after hacking fallout

South Korea\'s three mobile carriers reported mixed first-quarter results. LG Uplus improved performance on balanced growth across businesses, including AI data centres. SK Telecom showed a clearer recovery from the previous quarter, citing improved AI profitability and a rebound in its wireless business after a SIM hacking incident. KT\'s profitability weakened despite expanding AX, as a one-off property-sale base effect and customer compensation costs weighed.