HD Hyundai Electric’s ₩1.12tn Big-Tech Contract
On July 2, 2026, HD Hyundai Electric disclosed a ₩1.12 trillion (~$721M) power-infrastructure contract with an unnamed global big-tech firm for North…
AI data center
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…
Korea Just Announced Its Own ‘Stargate.’ Watch the Capex, Not the ₩1,000 Trillion Headline.
Korea unveiled a ~₩1,000 trillion ($720B) AI and chip mega-plan — a “Korean Stargate.” But it’s built differently from the US version, and the president…