Flush with AI cash, South Korean groups are making their biggest US investment push in years, with their Q1 US foreign direct investment up 100%+ YoY to $10.2B
THE SO WHAT
South Korean conglomerates doubling US FDI to $10.2B in a quarter — to build tech capacity and hedge tariff risk — is another data point that AI capex and geopolitics are now fused. If your supply chain or data center strategy assumes static trade policy, you’re under-modeling political risk in your infra plans.
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