0
Deep & Emerging Tech·June 28, 2026·1 min read

Samsung, SK Reportedly to Invest $1.3 Trillion Over 10 Years

Share

A $1.3 trillion, decade-long commitment from Samsung and SK under a national industrial strategy is a signal that advanced chips, batteries, and AI infra are being treated as long-cycle, quasi-sovereign assets—not just corporate capex. If you rely on Korean supply chains for semis or memory, assume deeper state coordination and longer, more predictable buildouts, but also tighter scrutiny on where that capacity ultimately flows.

Deep & Emerging Tech

Megapod is the modular AI data center kit that Elon Musk's Tesla wants to sell — but there's a tiny problem (actually, three)

Tesla eyeing modular AI data center kits is another data point that AI compute is becoming a productized physical asset class, not just a cloud SKU. For operators, the question isn’t whether Megapod wins—it’s whether your AI roadmap assumes hyperscaler exclusivity while OEMs and infra players quietly build alternative capex paths.