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AI & Enterprise

Governments stockpile Nvidia chips as sovereign AI emerges as new growth driver

Nvidia could use growing government investment in sovereign AI to reduce its reliance on large cloud companies, an analysis said. As demand rises for national AI infrastructure, it could ease concerns about Nvidia’s revenue being concentrated among a small number of hyperscalers. U.S. investor Jim Cramer said sovereign AI could help address customer concentration worries as governments build domestic data centres and computing capacity to secure technology sovereignty.

Games & Commerce

Naver Plus Membership aims for subscription boost backed by World Cup

Naver Plus Membership is seeking a new surge in sign-ups around the 2026 North America World Cup. Naver will exclusively stream all matches online and on mobile via its streaming platform Chijijik, but full HD live broadcasts and complete replays will be limited to Naver Plus Membership or paid Chijijik subscribers. The company is offering coupons and added Naver Pay benefits for new users, while industry figures question whether rights costs can be recouped through subscriptions alone.

Industry

Semiconductors, defense, shipbuilding and power equipment to drive South Korean exports in second half

Semiconductors, defense, shipbuilding and power equipment are expected to lead South Korea\'s exports in the second half, with simultaneous strength across the four sectors seen absorbing external shocks despite prolonged Middle East tensions and a surge in Strait of Hormuz shipping rates. The Bank of Korea raised its growth outlook and lifted its inflation forecast, citing strong first-quarter growth and an extended semiconductor cycle. Officials also pointed to broader export gains across industries.