🏗️ Korea piles into GPUs - NVIDIA and SK Group plan a giant AI factory
More than 50,000 NVIDIA GPUs are headed to an SK Group AI factory. The build targets chip design, digital twins, robotics, and a swarm of AI agents.
SK hynix and SK Telecom get first dibs - Omniverse, CUDA-X, RTX PRO servers. It’s very… industrial chic.
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🇰🇷 A bigger play - South Korea lines up 260,000 NVIDIA GPUs
Beyond SK, Korea is stacking sovereign clouds and AI factories across Samsung, NAVER Cloud, Hyundai, and more - over a quarter million GPUs.
Call it a grid for intelligence - like a power plant, but for model training, robots, and agentic workloads. Wild, but also kinda inevitable.
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💾 Storage stocks go vertical as AI hoovers up hard drives
Western Digital and Seagate ripped higher after upbeat outlooks. Orders booked out, capacity tight, everyone chasing AI datacenter storage.
Yes, spinning rust is cool again. The cloud needs somewhere to park those bits, apparently… lots of them.
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☁️ Amazon pops - AWS growth re-accelerates on AI demand
Investors cheered as AWS sales jumped and AI workloads did the heavy lifting. The vibe: capacity first, monetization follows - typical, but it works.
Shares surged because the cloud is, apparently, hungry - and GPUs are the new groceries.
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🦃 Google’s first fully AI-made ad stars… a turkey
To dodge the uncanny valley, Google cast a plush bird, not a person. The spot leans on tools like Veo and keeps the AI bit subtle - nostalgia over novelty.
It’s part of a push to make AI-assisted search and creative feel normal, not noisy. Honestly, kind of clever.
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📈 The AI buildout isn’t slowing - if anything, it’s speeding
Reuters tallied the week and found capex still roaring. Nvidia flirting with towering valuations while hyperscalers spend like it’s utility-grade infrastructure.
Some warn about bubbles, others say demand still outruns supply - both can be true… for a while.
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