AGP Executive Report
Last update: 7 hours agoAI & Chips: Nvidia CEO Jensen Huang signed new AI infrastructure deals with South Korea’s top groups, including SK Hynix, SK Telecom, Naver and Doosan, as Seoul’s tech push ramps up with large GPU orders for a state AI project. Markets & Risk: Leveraged retail bets are colliding with a sharp KOSPI correction, triggering forced liquidations and margin stress that could worsen volatility. Privacy & Business: South Korea fined Coupang a record 624.7 billion won (about $409m) over a major data breach affecting tens of millions, and the foreign ministry says it will explain the ruling to Washington. Security: Seoul and Washington reaffirmed extended deterrence against North Korea, including nuclear-related consultation and information-sharing under the Nuclear Consultation Group. World Cup Focus: South Korea kicks off its 2026 campaign vs Czechia, with coach Hong Myung-bo saying the team is fully prepared; an ankle injury sidelined defender Kim Tae-hyeon.
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