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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

South Korea AI action plan: 88 percent of 326 tasks on track as infrastructure and talent take shape

South Korea\'s National AI Strategy Committee said on May 14 it completed a first-quarter review of 326 tasks under the country\'s AI action plan. It found 288 tasks, or 88.3 percent, were proceeding as planned, while 38 needed supplementation. Steps cited included passage of a special law to promote the AI data centre industry, allocation of 13,000 advanced GPUs and new tenders for large-scale GPU projects.

Industry

Korea semiconductors set to accelerate Q2 export momentum as supplementary budget kicks in

South Korea\'s semiconductor exports, which lifted quarterly GDP growth in the first quarter, are expected to gain further momentum in the second quarter as execution of a supplementary budget begins, Hana Securities said. It said rising semiconductor export prices are outpacing the recovery in volumes, raising the chance of a combined rebound in facility investment and domestic demand. It also cited sharp gains in memory chip contract prices and stronger April export values.