Industry figures pushed back against market worries that demand for AI infrastructure is slowing. They said companies are becoming more sensitive to AI costs, but underlying demand for computing power and data centres remains strong and continues to exceed supply. They viewed moves by Meta and xAI to sell or lease spare capacity as exceptions rather than a sign of weakening demand. Executives said firms are changing how they adopt AI, focusing on value and shifting toward open-source and task-specific models.

SK Telecom and KAIST have jointly developed an AI video compositing technology called InsertAnywhere that can naturally insert products, props, characters or brand logos into existing footage. The system analyses 3D space and motion over time, including lighting, reflections and shadows, to blend images into a scene. SKT says it can cut tasks that took days to weeks down to hours and has automated more than 90 percent of the process. The technology was developed for SKT’s virtual PPL solution AdFlux, and the related paper was accepted to ECCV 2026.