Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
4 h ago 6 8
Underutilized GPUs at 5%: Elice, Nota, Lablup offer the Korean answer to a global crunch
A CAST AI study on ~23,000 Kubernetes clusters (AWS/Azure/GCP): 5% average GPU utilization. Three Korean publishers respond the same day. The structural lever is not more compute, it's better compute.
Jul 31, 2026 at 12:51 13 10
KOREN 6.0: Korea rebuilds its national research network as an AI-first, autonomous backbone
The Korea Research Network 6.0 upgrade retires the "gigabit + quantum test" era. It targets 1.6 Tbps backbones, agentic autonomous operations and dedicated AI data-center segments - construction from 2028, completion 2031.
Jul 29, 2026 at 13:00 13 18
Verizon locks $1B of dark fiber for Google - the DC bottleneck spreads to the backhaul
Verizon signs $1 billion of dark fiber dedicated to Google data centers, presented as "the first of many". After the chip, electronics, and water, long-distance optical capacity becomes the next AI bottleneck.
Jul 28, 2026 at 21:00 9 9
Nuclear-for-data-centers finance structure comes together - how the first SMR-DC deal actually pencils out
e27 reports the deal structure for financing a first nuclear reactor to power a data centre is finally taking shape. The AI power wall meets project finance.
Jul 27, 2026 at 10:13 10 8
Nvidia's Korea day: $500B SK partnership, $10B into Naver - the AI capex supercycle switches continents
In one day, Huang announces a $500B partnership with SK Group, Nvidia and Brookfield commit $10B to Naver ($1B specifically to a Naver AI data center), and Lee sits with Altman and Huang. Korea is becoming a second pillar of the AI capex supercycle.
Jul 25, 2026 at 10:27 14 19
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
Jul 20, 2026 at 16:42 17 12
Csquare IPOs at $1bn: another pure-play data center comes to market for the AI infra wave
After CoreWeave (March 2025), the compute layer continues to productize at the capital-markets layer. What matters isn't the raise.
Jul 16, 2026 at 13:50 14 11