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AI & Enterprise

Goldman Sachs picks South Korea and Taiwan as next big AI investment wave

The next phase of gains from artificial intelligence investment could come from emerging markets rather than the United States, CNBC reported. Tim Urbanowicz, chief investment strategist for the Innovators unit at Goldman Sachs Asset Management, urged investors to look beyond their home markets. He singled out Taiwan and South Korea as key regions for AI infrastructure expansion, citing their weight in emerging market ETFs and arguing their valuation gains have been smaller than those of major U.S. tech stocks.

AI & Enterprise

SKT to build gigawatt-scale AI factory with Nvidia, first operation in 2027

SK Telecom will work with Nvidia to target the global AI infrastructure market by building a full-stack AI cloud based on Nvidia\'s DSX platform and scaling an AI factory to gigawatt capacity. SKT said SK Group Chairman Chey Tae-won and Nvidia CEO Jensen Huang reviewed the roadmap at a meeting in Taiwan and agreed on group-level cooperation. The first AI factory will start operating in South Korea in 2027.

Industry

AI demand debate clouds memory order visibility

Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.