SemiAnalysispodcast

Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses

Tuesday, September 1, 2026Max KanView original
Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses
Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model gets eliminated, why Nvidia needs open source, implications for Hynix and Samsung