AI data center

One Filing, ₩1.12 Trillion: What HD Hyundai Electric’s Big-Tech Data-Center Deal Actually Tells Investors

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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…

Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story

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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.

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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…