Journalism begins where hype ends

,,

We can only see a short distance ahead, but we can see plenty there that needs to be done.” "

—Alan Turing

NVIDIA, SK Group Ink $500B-Plus AI Deal Under South Korea’s $950B AI Bet

Executives from SK Group and NVIDIA gather after announcing a strategic partnership spanning AI factories and next-generation AI memory, including plans for a 2-gigawatt AI Cloud in South Korea and a long-term HBM memory collaboration.

As the AI chip race intensifies, the collaboration spans AI factory construction, AI memory supply and AI cloud infrastructure, combining SK Telecom’s AI infrastructure with SK hynix’s advanced HBM technology to support sovereign, enterprise and physical AI expansion.

Trump’s China Visit and Jensen’s Last Minute Hitchhike Fail to Resolve the AI Race

The Trump-Xi summit failed to resolve the AI race logjam between US and China

Jensen Huang hitched a last-minute ride to Beijing on Air Force One. He left without a single H200 chip shipped to a cleared Chinese customer. The Trump-Xi summit produced warm photographs, a tariff truce, and no resolution on the three things that actually move the AI race, chips, rare earths, and a safety channel between the two governments.