South Korea's $880 Billion Hardware Bet: Chips, Gigawatts, and a National Wager on the AI Race - July 2, 2026

South Korea's $880 Billion Hardware Bet: Chips, Gigawatts, and a National Wager on the AI Race - July 2, 2026 South Korea has unveiled roughly $880 billion in coordinated investment across semiconductors, AI data centers, and robotics over the next decade, including four new fabs from Samsung and SK and more than 18 gigawatts of planned data center capacity. Chris and Laura break down the high bandwidth memory chokepoint, the power and talent constraints, and whether a nation of 52 million c...