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

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​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 ​Read More

Dylan Patel is the founder and chief analyst of Semianalysis, a research firm and newsletter focused on semiconductors, AI infrastructure and the global chip supply chain. He is widely cited for his deep technical insight into GPU markets, hyperscaler strategy and the economics of advanced computing.