SHIFT · GLOBAL
U.S. and South Korean firms sign $950 billion in AI-related deals
U.S. and South Korean companies announced $950B in AI partnerships and infrastructure investments, spanning semiconductors, cloud, and financial services. Seoul is positioning itself as a strategic AI hub in competition with China and Japan.
WHY IT MATTERS
Geopolitical AI investment alliance signals permanent rebalancing of AI supply chains away from China. Banks in allied economies gain preferential access to chip, model, and talent resources—expect M&A and talent wars to intensify.
Source: NHK · 2026-07-25