Silicon Sovereignty: South Korea Announces Record $950B AI Deals Package

July 25, 2026, will go down in economic history as the day of the largest capitalization of the AI sector. In Seoul, with the participation of President Lee, a comprehensive package of agreements between South Korea and global technology giants was officially signed, totaling $950 billion.

The core of the deal includes partnerships between SK Group and NVIDIA ($500B+) and Samsung with Broadcom ($200B), alongside NAVER and Brookfield's infrastructure mega-project. The Korean government successfully combined Big Tech's commercial interests, venture fund financial capabilities, and the country's sovereign resources. Seoul is building a closed full-cycle ecosystem: from water desalination for data center cooling to 2nm chip foundry and server rack assembly. The $950B package is proof that Asia is winning the war for AI hardware infrastructure, retaining absolute control over physical silicon production.

Source: SK hynix / NAVER / Samsung / Reuters