0
Applied AI·July 25, 2026·1 min read

Nvidia is pouring $1 billion into South Korea’s AI infrastructure through Naver and SK Group

Share

A $1 billion stake to scale Naver’s data center from 55 MW to 200 MW shows AI capex is regionalizing around national champions. If you operate in Korea or similar markets, expect local cloud and telco partners to become primary AI infra gateways — not just global hyperscalers.

Applied AI

OpenAI quietly signs letter from Nvidia, Microsoft, and Meta warning about dangers of 'premature restrictions' on open-weight AI models — as the White House accuses China of stealing from Anthropic

US labs and chipmakers are aligning around keeping open-weight models loosely regulated even as the White House leans into IP theft concerns. Policy risk is now a first-order variable in your model strategy — document where you depend on open weights and what happens if access tightens by jurisdiction.