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Industry

Fadu to deliver keynote at U.S. FMS 2026 on fixing AI storage bottlenecks

Data centre semiconductor company Fadu will deliver a keynote at the FMS 2026 exhibition in Santa Clara from Aug. 4 to 6 on the future of AI storage. CEO Lee Hyun-nam and President Lee Ji-hyo will lead the session with Sandisk senior engineer Ross Stenfort. The company will share its vision for storage system technologies and results from Gen6 SSD development, and will exhibit Gen6 and Gen5 controllers and related solutions.

Games & Commerce

Naver forms $10 billion AI infrastructure alliance with Nvidia and Brookfield

Naver said on July 27 it secured a $1 billion strategic investment from Nvidia and signed a $9 billion infrastructure pre-agreement with alternative asset manager Brookfield. It said the deals would provide $10 billion in global funding and partnerships, helping address GPU supply and equipment procurement. Nvidia will acquire a 4.5% stake. Naver also plans to enter AI factory revenue from 2027 and scale capacity from 55 MW to 200 MW and then 1 GW.

Industry

SK $500 billion, Samsung $200 billion: global AI deals unveiled

Around a San Francisco AI summit, South Korea unveiled government-led cooperation plans between global AI companies such as Nvidia, OpenAI and Broadcom and Korean firms including Samsung Electronics, SK Group, Hyundai Motor Group and Naver. Nvidia and SK Group disclosed a partnership intent worth more than $500 billion, while Samsung and Broadcom signed an MOU worth more than $200 billion through 2030. Nvidia and Brookfield also plan a $10 billion investment in Naver.