INDUSTRY REPORTS
AI infrastructure & industry, autonomous driving, robotics, and drones & defense. These are the published pieces from the weekly news briefings and industry analysis in IFE Industry Monitor.
AI Infrastructure & Industry · News Briefing
Large AI data centers faced friction on three fronts at once — funding, sites and chip supply — from a neocloud credit squeeze, delays to 47 US projects and a packaging delay for TPU v9. In the same week in Korea, modular DC company Elice listed with a market capitalization of KRW 1 trillion, and TECO and Armada released modules that include power equipment and even satellite connectivity.
AI Infrastructure & Industry · Weekly Analysis
At OCP 2026, NVIDIA, AMD, Google and Meta signed the same facility specification, and power, cooling, rack and optical interfaces are converging on common standards. The room for differentiation in infrastructure specifications is shrinking, and competition is moving toward semiconductors and software certification. In Korea, while the Gangneung 1GW plan is tied to a substation schedule, about 20 idle expressway sites have begun to be reviewed as data center candidates.
