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Global sovereign AI expands, but Nvidia still powers over 90% of models as South Korea ...

Published

6 August 2026

Topic

regulatory

Sectors

Semiconductors

Geography

South Korea

Source

Read at koreapost.com

Verified

Fusion42 · 7 August 2026 · Fusion42 review

Nvidia remains the dominant supplier of hardware for over 90% of sovereign AI models globally, while South Korea actively diversifies its AI semiconductor ecosystem through domestic partnerships and alternative chip platforms like AMD. Other countries and companies, including AMD, Cerebras, Qualcomm, and Fujitsu, are also expanding their presence in sovereign AI hardware markets.

This Wire brief sits within Fusion42's coverage of Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.

◆ The Wire takeaway

South Korea is breaking Nvidia's grip on AI chips by building local partnerships and using alternate technologies, creating openings for AI companies to source hardware beyond Nvidia. You should revisit your hardware suppliers now to avoid being locked into a single ecosystem as governments push AI independence.

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Topics

Semiconductorssovereign-ainvidia-dominancechip-diversificationsouth-koreaamdai-inference