Reuters says Nvidia will ship more than 260,000 Blackwell-generation AI chips to South Korea, feeding government clouds and corporate supercomputers at Samsung, SK, Hyundai, and Naver. Pair that with Big Tech’s fresh signals on heavier AI capex—Alphabet, notably, earned investor credit for funding growth from cash flow—and you get the core takeaway: 2025’s power moves are about infrastructure at national and platform scale. Everyone is chasing training and inference capacity, but physics and civic planning now gate the race: megawatts, cooling, floor space, and fiber are the choke points as much as HBM stacks or GPU counts.
For founders and CIOs, this matters in two concrete ways. First, delivery schedules: even with purchase orders inked, grid connections and datacenter retrofits can lag, so plan for staggered ramps. Second, workload placement: expect hybrid strategies that push non-critical inference to the edge/PC while keeping training and sensitive workloads in accredited clouds. Where the AI Act’s governance requirements hit Europe first, procurement teams will bundle compliance questionnaires (data provenance, evaluation, transparency) into AI vendor selection by default. In short, the priority stack for the next 12 months reads: secure capacity; document governance; optimize total cost of ownership; and design for resilience when a single supplier or substation goes down.